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 | $145,312 | $86,944+67.1% | $107,525+35.1% | $74,304+95.6% |
| Participation rate | 83.6% | 59.6%+24.0pp | 75.1%+8.5pp | 60.3%+23.2pp |
| Annual return | 18.22% | 23.52%-5.3pp | 181.32%-163.1pp | 29.43%-11.2pp |
| Employer contribution / active EE | $3,385 | $2,757+22.8% | $3,754-9.8% | $2,241+51.0% |
| Participant deferral / active EE | $6,742 | $3,554+89.7% | $5,116+31.8% | $3,767+79.0% |
| Admin fee / account holder | $22,907 | $3,727+514.7% | $8,919+156.8% | $2,969+671.6% |