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 | $64,014 | $63,346+1.1% | $92,233-30.6% | $70,131-8.7% |
| Participation rate | 82.9% | 68.7%+14.2pp | 76.5%+6.4pp | 69.5%+13.3pp |
| Annual return | 18.61% | 530.12%-511.5pp | 176.28%-157.7pp | 73.14%-54.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,955 | $2,854+3.5% | $3,897-24.2% | $3,332-11.3% |
| Admin fee / account holder | $1,674 | $3,840-56.4% | $5,194-67.8% | $4,645-64.0% |