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 | $233,889 | $117,983+98.2% | $101,794+129.8% | $142,382+64.3% |
| Participation rate | 72.2% | 74.2%-2.0pp | 69.2%+3.0pp | 80.1%-7.9pp |
| Annual return | 10.21% | 36.92%-26.7pp | 30.53%-20.3pp | 217.08%-206.9pp |
| Employer contribution / active EE | $1,363 | $2,773-50.8% | $2,289-40.4% | $4,299-68.3% |
| Participant deferral / active EE | $3,640 | $4,714-22.8% | $4,084-10.9% | $6,507-44.1% |
| Admin fee / account holder | $42,419 | $10,433+306.6% | $8,777+383.3% | $12,624+236.0% |