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 | $160,664 | $112,096+43.3% | $95,952+67.4% | $158,922+1.1% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 7.55% | 171.09%-163.5pp | 91.61%-84.1pp | 302.83%-295.3pp |
| Employer contribution / active EE | $1,671 | $3,198-47.7% | $2,541-34.2% | $4,761-64.9% |
| Participant deferral / active EE | $3,342 | $4,784-30.1% | $4,167-19.8% | $5,982-44.1% |
| Admin fee / account holder | $9,013 | $10,130-11.0% | $6,795+32.6% | $11,246-19.9% |