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 | $167,941 | $99,652+68.5% | $78,778+113.2% | $147,584+13.8% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 17.98% | 47.28%-29.3pp | 35.62%-17.6pp | 578.55%-560.6pp |
| Employer contribution / active EE | $2,689 | $2,796-3.8% | $1,986+35.4% | $4,876-44.9% |
| Participant deferral / active EE | $10,130 | $3,664+176.5% | $2,958+242.4% | $5,439+86.3% |
| Admin fee / account holder | $1,469 | $7,155-79.5% | $5,134-71.4% | $10,885-86.5% |