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 | $84,816 | $54,762+54.9% | $90,281-6.1% | $72,985+16.2% |
| Participation rate | 82.9% | 65.1%+17.8pp | 73.3%+9.7pp | 69.5%+13.4pp |
| Annual return | 21.26% | 30.63%-9.4pp | 78.10%-56.8pp | 81.00%-59.7pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,334 | $2,887+292.6% | $3,885+191.7% | $3,607+214.2% |
| Admin fee / account holder | $938 | $3,972-76.4% | $5,351-82.5% | $5,124-81.7% |