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 | $155,271 | $64,324+141.4% | $118,925+30.6% | $79,858+94.4% |
| Participation rate | 75.0% | 64.9%+10.1pp | 75.4%-0.4pp | 69.6%+5.4pp |
| Annual return | 26.66% | 86.45%-59.8pp | 35.88%-9.2pp | 31.71%-5.1pp |
| Employer contribution / active EE | $2,700 | $1,836+47.0% | $3,263-17.2% | $2,471+9.3% |
| Participant deferral / active EE | $5,334 | $2,824+88.9% | $4,265+25.1% | $3,740+42.6% |
| Admin fee / account holder | $3,441 | $4,040-14.8% | $6,581-47.7% | $5,306-35.1% |