See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,447 | $107,334+35.5% | $92,893+56.6% | $152,861-4.8% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | 19.85% | 145.58%-125.7pp | 109.41%-89.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $2,606 | $4,221-38.3% | $3,653-28.7% | $4,762-45.3% |
| Participant deferral / active EE | $7,780 | $4,845+60.6% | $4,236+83.7% | $5,850+33.0% |
| Admin fee / account holder | $10,796 | $7,079+52.5% | $5,794+86.3% | $11,596-6.9% |