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 | $147,792 | $112,096+31.8% | $95,952+54.0% | $158,922-7.0% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 21.50% | 171.09%-149.6pp | 91.61%-70.1pp | 302.83%-281.3pp |
| Employer contribution / active EE | $1,541 | $3,198-51.8% | $2,541-39.4% | $4,761-67.6% |
| Participant deferral / active EE | $2,944 | $4,784-38.5% | $4,167-29.4% | $5,982-50.8% |
| Admin fee / account holder | $21,029 | $10,130+107.6% | $6,795+209.5% | $11,246+87.0% |