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 | $172,237 | $52,681+226.9% | $75,781+127.3% | $59,632+188.8% |
| Participation rate | 91.4% | 67.2%+24.2pp | 75.8%+15.6pp | 68.7%+22.8pp |
| Annual return | 0.01% | 2.95%-2.9pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $13,820 | $2,591+433.4% | $3,651+278.5% | $3,192+333.0% |
| Admin fee / account holder | $11,289 | $3,610+212.7% | $5,299+113.0% | $4,297+162.7% |