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 | $193,744 | $77,813+149.0% | $123,544+56.8% | $64,186+201.9% |
| Participation rate | 84.0% | 74.7%+9.3pp | 82.3%+1.7pp | 69.6%+14.4pp |
| Annual return | -4.68% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,148 | $5,240+55.5% | $6,426+26.8% | $3,470+134.9% |
| Admin fee / account holder | $1,323 | $5,519-76.0% | $9,284-85.7% | $4,888-72.9% |