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 | $91,474 | $89,355+2.4% | $141,162-35.2% | $72,985+25.3% |
| Participation rate | 98.2% | 75.1%+23.1pp | 82.5%+15.8pp | 69.5%+28.8pp |
| Annual return | 20.05% | 111.85%-91.8pp | 71.39%-51.3pp | 81.00%-61.0pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,591 | $5,418+40.1% | $6,709+13.1% | $3,607+110.4% |
| Admin fee / account holder | $33,608 | $5,958+464.1% | $10,261+227.5% | $5,124+555.9% |