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 | $105,595 | $35,183+200.1% | $73,545+43.6% | $70,131+50.6% |
| Participation rate | 90.9% | 42.9%+48.0pp | 54.9%+36.0pp | 69.5%+21.4pp |
| Annual return | 17.07% | 26.90%-9.8pp | -15.16%+32.2pp | 73.14%-56.1pp |
| Employer contribution / active EE | $614 | $709-13.4% | $1,219-49.7% | $2,342-73.8% |
| Participant deferral / active EE | $7,074 | $1,220+479.9% | $1,806+291.7% | $3,332+112.3% |
| Admin fee / account holder | $1,784 | $2,302-22.5% | $2,320-23.1% | $4,645-61.6% |