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 | $106,211 | $85,766+23.8% | $136,294-22.1% | $70,131+51.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 16.46% | 31.45%-15.0pp | 5155.94%-5139.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,336 | $2,966-55.0% | $4,695-71.6% | $2,342-43.0% |
| Participant deferral / active EE | $7,678 | $5,051+52.0% | $6,247+22.9% | $3,332+130.4% |
| Admin fee / account holder | $13,654 | $5,420+151.9% | $9,243+47.7% | $4,645+193.9% |