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 | $123,731 | $47,848+158.6% | $81,478+51.9% | $70,131+76.4% |
| Participation rate | 84.6% | 58.3%+26.3pp | 68.0%+16.7pp | 69.5%+15.1pp |
| Annual return | 18.04% | 27.25%-9.2pp | 38.78%-20.7pp | 73.14%-55.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,898 | $2,453+18.1% | $3,537-18.1% | $3,332-13.0% |
| Admin fee / account holder | $10,301 | $3,145+227.5% | $4,561+125.8% | $4,645+121.7% |