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 | $82,696 | $65,246+26.7% | $98,716-16.2% | $67,986+21.6% |
| Participation rate | 72.6% | 51.4%+21.2pp | 69.3%+3.3pp | 57.2%+15.4pp |
| Annual return | 19.89% | 20.58%-0.7pp | 31.81%-11.9pp | 31.67%-11.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,955 | $2,594+91.0% | $4,048+22.4% | $3,358+47.6% |
| Admin fee / account holder | $2,414 | $4,561-47.1% | $8,703-72.3% | $3,203-24.6% |