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 | $91,611 | $73,787+24.2% | $98,716-7.2% | $82,448+11.1% |
| Participation rate | 75.0% | 61.4%+13.6pp | 69.3%+5.7pp | 68.1%+6.9pp |
| Annual return | 13.16% | 18.57%-5.4pp | 31.81%-18.6pp | 41.64%-28.5pp |
| Employer contribution / active EE | $481 | $1,511-68.2% | $2,279-78.9% | $2,551-81.1% |
| Participant deferral / active EE | $3,737 | $3,081+21.3% | $4,048-7.7% | $4,139-9.7% |
| Admin fee / account holder | $24,976 | $6,500+284.2% | $8,703+187.0% | $7,234+245.2% |