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 | $124,586 | $89,355+39.4% | $141,162-11.7% | $72,985+70.7% |
| Participation rate | 74.6% | 75.1%-0.5pp | 82.5%-7.8pp | 69.5%+5.1pp |
| Annual return | 25.60% | 111.85%-86.3pp | 71.39%-45.8pp | 81.00%-55.4pp |
| Employer contribution / active EE | $2,565 | $3,114-17.6% | $4,735-45.8% | $2,440+5.1% |
| Participant deferral / active EE | $8,909 | $5,418+64.4% | $6,709+32.8% | $3,607+147.0% |
| Admin fee / account holder | $508 | $5,958-91.5% | $10,261-95.0% | $5,124-90.1% |