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 | $185,872 | $111,754+66.3% | $103,333+79.9% | $145,922+27.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 11.21% | 24.77%-13.6pp | 24.88%-13.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,826 | $4,212-56.7% | $3,868-52.8% | $4,660-60.8% |
| Participant deferral / active EE | $15,085 | $5,619+168.5% | $5,057+198.3% | $6,688+125.6% |
| Admin fee / account holder | $5,066 | $9,750-48.0% | $8,355-39.4% | $13,397-62.2% |