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 | $146,659 | $78,422+87.0% | $95,952+52.8% | $79,858+83.6% |
| Participation rate | 78.1% | 73.5%+4.6pp | 77.1%+1.1pp | 69.6%+8.5pp |
| Annual return | 27.59% | 19.37%+8.2pp | 91.61%-64.0pp | 31.71%-4.1pp |
| Employer contribution / active EE | $767 | $1,945-60.6% | $2,541-69.8% | $2,471-69.0% |
| Participant deferral / active EE | $6,612 | $3,440+92.2% | $4,167+58.7% | $3,740+76.8% |
| Admin fee / account holder | $2,774 | $5,622-50.7% | $6,795-59.2% | $5,306-47.7% |