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 | $222,450 | $105,860+110.1% | $90,749+145.1% | $134,475+65.4% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | 3.18% | -11.01%+14.2pp | -12.16%+15.3pp | 417.96%-414.8pp |
| Employer contribution / active EE | $836 | $3,462-75.9% | $2,921-71.4% | $4,740-82.4% |
| Participant deferral / active EE | $3,566 | $5,216-31.6% | $4,564-21.9% | $6,400-44.3% |
| Admin fee / account holder | $15,334 | $13,938+10.0% | $8,445+81.6% | $11,426+34.2% |