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 | $164,969 | $109,881+50.1% | $150,045+9.9% | $84,808+94.5% |
| Participation rate | 96.7% | 76.1%+20.6pp | 82.3%+14.3pp | 68.3%+28.4pp |
| Annual return | 16.72% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,705 | $3,561-52.1% | $4,693-63.7% | $2,631-35.2% |
| Participant deferral / active EE | $8,445 | $6,636+27.3% | $7,997+5.6% | $4,212+100.5% |
| Admin fee / account holder | $4,362 | $8,568-49.1% | $13,435-67.5% | $7,344-40.6% |