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 | $174,504 | $108,919+60.2% | $100,391+73.8% | $145,922+19.6% |
| Participation rate | 87.5% | 82.9%+4.6pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 11.88% | 57.88%-46.0pp | 49.20%-37.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $19,146 | $4,419+333.2% | $3,942+385.7% | $4,660+310.9% |
| Participant deferral / active EE | $8,707 | $8,445+3.1% | $8,082+7.7% | $6,688+30.2% |
| Admin fee / account holder | $8,324 | $9,689-14.1% | $7,899+5.4% | $13,397-37.9% |