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 | $100,697 | $67,411+49.4% | $91,001+10.7% | $70,131+43.6% |
| Participation rate | 82.5% | 71.4%+11.1pp | 75.6%+6.9pp | 69.5%+12.9pp |
| Annual return | 19.69% | -40.16%+59.9pp | 4.60%+15.1pp | 73.14%-53.5pp |
| Employer contribution / active EE | $862 | $1,786-51.7% | $2,456-64.9% | $2,342-63.2% |
| Participant deferral / active EE | $2,946 | $2,823+4.4% | $3,547-17.0% | $3,332-11.6% |
| Admin fee / account holder | $14,652 | $4,236+245.9% | $5,417+170.5% | $4,645+215.4% |