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 | $163,601 | $99,079+65.1% | $77,999+109.7% | $273,961-40.3% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | 12.41% | 217.93%-205.5pp | 425.96%-413.6pp | 41.45%-29.0pp |
| Employer contribution / active EE | $1,874 | $3,308-43.3% | $2,470-24.1% | $4,869-61.5% |
| Participant deferral / active EE | $2,936 | $4,306-31.8% | $3,497-16.0% | $5,287-44.5% |
| Admin fee / account holder | $3,756 | $8,954-58.1% | $5,480-31.5% | $10,132-62.9% |