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 | $61,879 | $67,411-8.2% | $91,001-32.0% | $70,131-11.8% |
| Participation rate | 97.1% | 71.4%+25.8pp | 75.6%+21.5pp | 69.5%+27.6pp |
| Annual return | 14.08% | -40.16%+54.2pp | 4.60%+9.5pp | 73.14%-59.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,353 | $2,823-52.1% | $3,547-61.9% | $3,332-59.4% |
| Admin fee / account holder | $546 | $4,236-87.1% | $5,417-89.9% | $4,645-88.2% |