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 | $189,296 | $133,922+41.3% | $116,228+62.9% | $142,382+32.9% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.6%-1.8pp | 80.1%-7.4pp |
| Annual return | 13.42% | 147.76%-134.3pp | 90.06%-76.6pp | 217.08%-203.7pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,141 | $5,672+25.9% | $4,953+44.2% | $6,507+9.7% |
| Admin fee / account holder | $367 | $14,945-97.5% | $11,989-96.9% | $12,624-97.1% |