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 | $131,330 | $103,376+27.0% | $87,100+50.8% | $152,861-14.1% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.9%-6.9pp | 82.4%-12.4pp |
| Annual return | 26.61% | 28.10%-1.5pp | 28.19%-1.6pp | 345.32%-318.7pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,710 | $4,778-43.3% | $4,049-33.1% | $5,850-53.7% |
| Admin fee / account holder | $1,562 | $12,205-87.2% | $7,497-79.2% | $11,596-86.5% |