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 | $141,671 | $101,724+39.3% | $164,813-14.0% | $80,856+75.2% |
| Participation rate | 72.7% | 71.8%+0.9pp | 78.6%-5.9pp | 67.6%+5.1pp |
| Annual return | 11.71% | 16.72%-5.0pp | 69.93%-58.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,896 | $2,953-35.8% | $4,341-56.3% | $2,755-31.2% |
| Participant deferral / active EE | $4,619 | $4,477+3.2% | $6,031-23.4% | $4,296+7.5% |
| Admin fee / account holder | $39,589 | $8,227+381.2% | $12,690+212.0% | $6,918+472.3% |