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 | $72,929 | $70,428+3.6% | $96,562-24.5% | $85,850-15.1% |
| Participation rate | 75.0% | 61.8%+13.2pp | 69.8%+5.2pp | 69.3%+5.7pp |
| Annual return | 12.07% | 18.59%-6.5pp | 37.78%-25.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $5,319 | $1,413+276.5% | $2,356+125.7% | $2,565+107.4% |
| Participant deferral / active EE | $2,260 | $2,894-21.9% | $3,849-41.3% | $3,952-42.8% |
| Admin fee / account holder | $24,453 | $4,997+389.4% | $6,181+295.6% | $6,260+290.6% |