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 | $94,438 | $68,547+37.8% | $120,354-21.5% | $80,856+16.8% |
| Participation rate | 83.9% | 61.6%+22.3pp | 71.9%+12.0pp | 67.6%+16.2pp |
| Annual return | 11.58% | 23.60%-12.0pp | 107.15%-95.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,122 | $3,173+124.4% | $4,991+42.7% | $4,296+65.8% |
| Admin fee / account holder | $25,858 | $5,732+351.1% | $9,423+174.4% | $6,918+273.8% |