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 | $91,839 | $69,977+31.2% | $108,579-15.4% | $62,891+46.0% |
| Participation rate | 90.0% | 72.9%+17.1pp | 79.6%+10.4pp | 69.3%+20.7pp |
| Annual return | 6.39% | 10.73%-4.3pp | -51.70%+58.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $556 | $2,135-74.0% | $3,758-85.2% | $2,281-75.6% |
| Participant deferral / active EE | $4,681 | $3,165+47.9% | $4,311+8.6% | $3,203+46.2% |
| Admin fee / account holder | $6,515 | $5,076+28.3% | $7,645-14.8% | $4,296+51.7% |