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 | $174,990 | $107,934+62.1% | $91,989+90.2% | $152,861+14.5% |
| Participation rate | 81.8% | 81.2%+0.6pp | 78.6%+3.2pp | 82.4%-0.6pp |
| Annual return | 29.06% | 89.24%-60.2pp | 69.02%-40.0pp | 345.32%-316.3pp |
| Employer contribution / active EE | $3,937 | $4,210-6.5% | $3,452+14.0% | $4,762-17.3% |
| Participant deferral / active EE | $10,263 | $6,364+61.3% | $5,923+73.3% | $5,850+75.4% |
| Admin fee / account holder | $4,532 | $10,520-56.9% | $7,743-41.5% | $11,596-60.9% |