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 | $123,794 | $80,717+53.4% | $154,803-20.0% | $84,808+46.0% |
| Participation rate | 84.1% | 66.8%+17.3pp | 78.1%+6.0pp | 68.3%+15.8pp |
| Annual return | 16.44% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.5pp |
| Employer contribution / active EE | $6,771 | $2,761+145.2% | $4,305+57.3% | $2,631+157.3% |
| Participant deferral / active EE | $7,328 | $3,303+121.8% | $5,540+32.3% | $4,212+74.0% |
| Admin fee / account holder | $24,044 | $6,746+256.4% | $14,329+67.8% | $7,344+227.4% |