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 | $132,049+14.1% | $200,582-24.9% | $74,304+102.8% |
| Participation rate | 83.9% | 84.1%-0.1pp | 86.9%-2.9pp | 60.3%+23.6pp |
| Annual return | 16.60% | 22.22%-5.6pp | 42.33%-25.7pp | 29.43%-12.8pp |
| Employer contribution / active EE | $5,369 | $4,558+17.8% | $6,419-16.4% | $2,241+139.6% |
| Participant deferral / active EE | $11,864 | $7,213+64.5% | $9,331+27.1% | $3,767+214.9% |
| Admin fee / account holder | $12,463 | $2,405+418.3% | $16,305-23.6% | $2,969+319.8% |