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 | $88,615 | $61,605+43.8% | $112,229-21.0% | $75,163+17.9% |
| Participation rate | 85.5% | 61.7%+23.8pp | 72.4%+13.0pp | 67.2%+18.3pp |
| Annual return | 21.00% | 28.47%-7.5pp | 30.20%-9.2pp | 160.62%-139.6pp |
| Employer contribution / active EE | $1,776 | $2,015-11.9% | $3,430-48.2% | $2,670-33.5% |
| Participant deferral / active EE | $5,161 | $3,108+66.1% | $4,798+7.6% | $4,125+25.1% |
| Admin fee / account holder | $18,125 | $4,862+272.8% | $7,748+133.9% | $5,651+220.7% |