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 | $174,105 | $56,897+206.0% | $84,750+105.4% | $62,891+176.8% |
| Participation rate | 96.8% | 68.5%+28.2pp | 76.6%+20.2pp | 69.3%+27.5pp |
| Annual return | 7.23% | 6.30%+0.9pp | 22.78%-15.6pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $11,390 | $2,709+320.4% | $3,712+206.9% | $3,203+255.6% |
| Admin fee / account holder | $7,993 | $3,581+123.2% | $5,332+49.9% | $4,296+86.1% |