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 | $163,646 | $99,877+63.8% | $84,966+92.6% | $145,922+12.1% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.8pp |
| Annual return | 8.77% | 83.76%-75.0pp | 66.38%-57.6pp | 561.29%-552.5pp |
| Employer contribution / active EE | $3,377 | $3,231+4.5% | $2,727+23.8% | $4,660-27.5% |
| Participant deferral / active EE | $7,515 | $5,291+42.0% | $4,519+66.3% | $6,688+12.4% |
| Admin fee / account holder | $7,562 | $7,248+4.3% | $6,149+23.0% | $13,397-43.6% |