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 | $85,646 | $61,660+38.9% | $80,019+7.0% | $64,186+33.4% |
| Participation rate | 85.4% | 71.7%+13.7pp | 75.8%+9.5pp | 69.6%+15.8pp |
| Annual return | -5.92% | -0.33%-5.6pp | 11.22%-17.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $522 | $1,810-71.2% | $2,468-78.9% | $2,381-78.1% |
| Participant deferral / active EE | $3,189 | $2,968+7.4% | $3,686-13.5% | $3,470-8.1% |
| Admin fee / account holder | $377 | $5,417-93.0% | $6,521-94.2% | $4,888-92.3% |