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 | $92,700 | $67,411+37.5% | $91,001+1.9% | $70,131+32.2% |
| Participation rate | 86.1% | 71.4%+14.7pp | 75.6%+10.5pp | 69.5%+16.5pp |
| Annual return | 16.27% | -40.16%+56.4pp | 4.60%+11.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $643 | $1,786-64.0% | $2,456-73.8% | $2,342-72.5% |
| Participant deferral / active EE | $3,270 | $2,823+15.9% | $3,547-7.8% | $3,332-1.8% |
| Admin fee / account holder | $5,112 | $4,236+20.7% | $5,417-5.6% | $4,645+10.1% |