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 | $87,893 | $84,233+4.3% | $170,442-48.4% | $70,131+25.3% |
| Participation rate | 88.2% | 70.8%+17.4pp | 83.6%+4.6pp | 69.5%+18.7pp |
| Annual return | 19.51% | 23.06%-3.6pp | 205.93%-186.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,323 | $3,086-24.7% | $4,939-53.0% | $3,332-30.3% |
| Admin fee / account holder | $1,202 | $5,698-78.9% | $13,880-91.3% | $4,645-74.1% |