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 | $209,701 | $69,977+199.7% | $108,579+93.1% | $62,891+233.4% |
| Participation rate | 77.8% | 72.9%+4.9pp | 79.6%-1.8pp | 69.3%+8.5pp |
| Annual return | 7.29% | 10.73%-3.4pp | -51.70%+59.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $896 | $2,135-58.0% | $3,758-76.2% | $2,281-60.7% |
| Participant deferral / active EE | $5,601 | $3,165+77.0% | $4,311+29.9% | $3,203+74.9% |
| Admin fee / account holder | $879 | $5,076-82.7% | $7,645-88.5% | $4,296-79.5% |