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 | $130,119 | $78,422+65.9% | $95,952+35.6% | $79,858+62.9% |
| Participation rate | 72.2% | 73.5%-1.3pp | 77.1%-4.9pp | 69.6%+2.6pp |
| Annual return | 11.24% | 19.37%-8.1pp | 91.61%-80.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,375 | $3,440-1.9% | $4,167-19.0% | $3,740-9.8% |
| Admin fee / account holder | $18,067 | $5,622+221.4% | $6,795+165.9% | $5,306+240.5% |