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 | $131,017 | $104,251+25.7% | $91,001+44.0% | $147,584-11.2% |
| Participation rate | 81.8% | 78.2%+3.6pp | 75.6%+6.2pp | 82.8%-1.0pp |
| Annual return | 25.29% | 27.06%-1.8pp | 4.60%+20.7pp | 578.55%-553.3pp |
| Employer contribution / active EE | $499 | $3,116-84.0% | $2,456-79.7% | $4,876-89.8% |
| Participant deferral / active EE | $2,896 | $4,195-31.0% | $3,547-18.4% | $5,439-46.8% |
| Admin fee / account holder | $17,879 | $8,948+99.8% | $5,417+230.0% | $10,885+64.2% |