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 | $148,561 | $117,983+25.9% | $101,794+45.9% | $142,382+4.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 11.05% | 36.92%-25.9pp | 30.53%-19.5pp | 217.08%-206.0pp |
| Employer contribution / active EE | $2,494 | $2,773-10.0% | $2,289+9.0% | $4,299-42.0% |
| Participant deferral / active EE | $3,919 | $4,714-16.9% | $4,084-4.0% | $6,507-39.8% |
| Admin fee / account holder | $800 | $10,433-92.3% | $8,777-90.9% | $12,624-93.7% |