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 | $163,012 | $117,983+38.2% | $101,794+60.1% | $142,382+14.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.68% | 36.92%-19.2pp | 30.53%-12.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,497 | $2,773-10.0% | $2,289+9.1% | $4,299-41.9% |
| Participant deferral / active EE | $4,414 | $4,714-6.4% | $4,084+8.1% | $6,507-32.2% |
| Admin fee / account holder | $2,172 | $10,433-79.2% | $8,777-75.3% | $12,624-82.8% |