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 | $147,392 | $99,877+47.6% | $84,966+73.5% | $145,922+1.0% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 13.18% | 83.76%-70.6pp | 66.38%-53.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $13,191 | $3,231+308.2% | $2,727+383.7% | $4,660+183.1% |
| Participant deferral / active EE | $9,347 | $5,291+76.7% | $4,519+106.8% | $6,688+39.8% |
| Admin fee / account holder | $27,726 | $7,248+282.5% | $6,149+350.9% | $13,397+107.0% |