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 | $169,047 | $102,317+65.2% | $146,958+15.0% | $80,856+109.1% |
| Participation rate | 89.1% | 75.8%+13.3pp | 82.2%+6.9pp | 67.6%+21.5pp |
| Annual return | 15.16% | 134.76%-119.6pp | 418.34%-403.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $19,033 | $6,644+186.5% | $8,070+135.9% | $4,296+343.1% |
| Admin fee / account holder | $7,970 | $7,941+0.4% | $12,998-38.7% | $6,918+15.2% |