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 | $52,708 | $45,152+16.7% | $73,843-28.6% | $59,632-11.6% |
| Participation rate | 79.3% | 64.0%+15.3pp | 73.4%+5.9pp | 68.7%+10.6pp |
| Annual return | 2.76% | 27.40%-24.6pp | 2267.84%-2265.1pp | 2041.28%-2038.5pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,331 | $2,574+29.4% | $3,583-7.0% | $3,192+4.4% |
| Admin fee / account holder | $13,684 | $3,516+289.2% | $4,880+180.4% | $4,297+218.5% |