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 | $73,713 | $53,127+38.7% | $86,590-14.9% | $70,131+5.1% |
| Participation rate | 84.0% | 65.3%+18.7pp | 73.5%+10.5pp | 69.5%+14.5pp |
| Annual return | 16.39% | 27.66%-11.3pp | 964.84%-948.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $832 | $2,068-59.8% | $2,839-70.7% | $2,342-64.5% |
| Participant deferral / active EE | $3,357 | $2,696+24.5% | $3,609-7.0% | $3,332+0.8% |
| Admin fee / account holder | $2,306 | $3,585-35.7% | $4,906-53.0% | $4,645-50.4% |