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 | $168,413 | $72,492+132.3% | $87,100+93.4% | $72,985+130.8% |
| Participation rate | 78.8% | 72.8%+6.0pp | 76.9%+1.9pp | 69.5%+9.3pp |
| Annual return | 16.63% | 24.46%-7.8pp | 28.19%-11.6pp | 81.00%-64.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,186 | $3,270+89.2% | $4,049+52.8% | $3,607+71.5% |
| Admin fee / account holder | $4,584 | $5,055-9.3% | $7,497-38.8% | $5,124-10.5% |