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 | $96,831 | $67,411+43.6% | $91,001+6.4% | $70,131+38.1% |
| Participation rate | 94.6% | 71.4%+23.2pp | 75.6%+19.0pp | 69.5%+25.1pp |
| Annual return | 16.72% | -40.16%+56.9pp | 4.60%+12.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,379 | $1,786-22.8% | $2,456-43.9% | $2,342-41.1% |
| Participant deferral / active EE | $3,990 | $2,823+41.3% | $3,547+12.5% | $3,332+19.8% |
| Admin fee / account holder | $2,236 | $4,236-47.2% | $5,417-58.7% | $4,645-51.9% |