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 | $82,645 | $63,355+30.4% | $91,989-10.2% | $72,985+13.2% |
| Participation rate | 93.9% | 72.5%+21.4pp | 78.6%+15.3pp | 69.5%+24.5pp |
| Annual return | 24.01% | 35.35%-11.3pp | 69.02%-45.0pp | 81.00%-57.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,485 | $4,883+73.8% | $5,923+43.3% | $3,607+135.2% |
| Admin fee / account holder | $2,155 | $4,668-53.8% | $7,743-72.2% | $5,124-58.0% |