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 | $150,677 | $128,603+17.2% | $197,124-23.6% | $67,986+121.6% |
| Participation rate | 83.9% | 81.7%+2.3pp | 86.7%-2.8pp | 57.2%+26.7pp |
| Annual return | 16.60% | 23.77%-7.2pp | 44.34%-27.7pp | 31.67%-15.1pp |
| Employer contribution / active EE | $5,369 | $4,379+22.6% | $6,227-13.8% | $2,019+166.0% |
| Participant deferral / active EE | $11,864 | $6,840+73.4% | $9,135+29.9% | $3,358+253.3% |
| Admin fee / account holder | $12,463 | $3,035+310.6% | $16,298-23.5% | $3,203+289.1% |