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 | $181,705 | $105,859+71.6% | $90,160+101.5% | $147,584+23.1% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 13.44% | 37.63%-24.2pp | 34.88%-21.4pp | 578.55%-565.1pp |
| Employer contribution / active EE | $4,260 | $4,126+3.2% | $3,318+28.4% | $4,876-12.6% |
| Participant deferral / active EE | $4,004 | $5,733-30.2% | $5,288-24.3% | $5,439-26.4% |
| Admin fee / account holder | $5,478 | $8,046-31.9% | $5,943-7.8% | $10,885-49.7% |