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 5-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 | $125,115 | $74,888+67.1% | $71,209+75.7% | $142,382-12.1% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 16.97% | 345.14%-328.2pp | 282.51%-265.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $605 | $2,854-78.8% | $2,721-77.8% | $4,299-85.9% |
| Participant deferral / active EE | $1,211 | $4,454-72.8% | $4,175-71.0% | $6,507-81.4% |
| Admin fee / account holder | $863 | $5,568-84.5% | $5,349-83.9% | $12,624-93.2% |