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 | $47,182 | $62,002-23.9% | $93,606-49.6% | - |
| Participation rate | 85.9% | 71.3%+14.5pp | 75.8%+10.0pp | - |
| Annual return | 232.99% | 20.75%+212.2pp | 32.76%+200.2pp | - |
| Employer contribution / active EE | $1,453 | $1,327+9.5% | $2,718-46.5% | - |
| Participant deferral / active EE | $4,427 | $2,563+72.8% | $4,069+8.8% | - |
| Admin fee / account holder | $8,548 | $6,149+39.0% | $7,888+8.4% | - |