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 | $93,041 | $89,355+4.1% | $141,162-34.1% | $72,985+27.5% |
| Participation rate | 97.3% | 75.1%+22.2pp | 82.5%+14.8pp | 69.5%+27.8pp |
| Annual return | 23.43% | 111.85%-88.4pp | 71.39%-48.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,813 | $3,114-41.8% | $4,735-61.7% | $2,440-25.7% |
| Participant deferral / active EE | $7,181 | $5,418+32.5% | $6,709+7.0% | $3,607+99.1% |
| Admin fee / account holder | $14,642 | $5,958+145.8% | $10,261+42.7% | $5,124+185.7% |