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 | $130,233 | $159,901-18.6% | $146,958-11.4% | $145,922-10.8% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 14.75% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $18,193 | $5,286+244.2% | $4,933+268.8% | $4,660+290.4% |
| Participant deferral / active EE | $30,120 | $8,428+257.4% | $8,070+273.2% | $6,688+350.4% |
| Admin fee / account holder | $53,978 | $15,044+258.8% | $12,998+315.3% | $13,397+302.9% |