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 | $215,554 | $115,882+86.0% | $100,516+114.4% | $158,922+35.6% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 15.28% | 34.79%-19.5pp | 30.89%-15.6pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,911 | $4,103-53.4% | $3,418-44.1% | $4,761-59.9% |
| Participant deferral / active EE | $4,590 | $6,674-31.2% | $6,270-26.8% | $5,982-23.3% |
| Admin fee / account holder | $1,689 | $10,995-84.6% | $8,081-79.1% | $11,246-85.0% |