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 | $151,901 | $95,266+59.5% | $82,389+84.4% | $142,382+6.7% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.5%+22.8pp | 80.1%+12.2pp |
| Annual return | 15.56% | 25.74%-10.2pp | 28.67%-13.1pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,881 | $2,991-3.7% | $2,517+14.5% | $4,299-33.0% |
| Participant deferral / active EE | $11,273 | $4,809+134.4% | $4,155+171.3% | $6,507+73.2% |
| Admin fee / account holder | $33,624 | $8,563+292.6% | $7,231+365.0% | $12,624+166.4% |