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 | $194,700 | $161,352+20.7% | $134,172+45.1% | $137,256+41.9% |
| Participation rate | 75.0% | 78.3%-3.3pp | 72.5%+2.5pp | 80.0%-5.0pp |
| Annual return | 15.91% | 28.72%-12.8pp | 25.30%-9.4pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,983 | $4,099-51.6% | $3,420-42.0% | $4,156-52.3% |
| Participant deferral / active EE | $5,054 | $5,552-9.0% | $4,690+7.7% | $6,407-21.1% |
| Admin fee / account holder | $1,320 | $15,028-91.2% | $12,016-89.0% | $12,270-89.2% |