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 | $147,683 | $109,817+34.5% | $98,442+50.0% | $167,490-11.8% |
| Participation rate | 71.4% | 75.8%-4.4pp | 73.3%-1.9pp | 82.1%-10.7pp |
| Annual return | 23.25% | 1956.69%-1933.4pp | 1492.73%-1469.5pp | 478.56%-455.3pp |
| Employer contribution / active EE | $1,944 | $3,224-39.7% | $2,960-34.3% | $4,837-59.8% |
| Participant deferral / active EE | $8,144 | $4,673+74.3% | $4,276+90.4% | $6,341+28.4% |
| Admin fee / account holder | $999 | $6,753-85.2% | $5,949-83.2% | $12,309-91.9% |