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 | $37,342 | $84,233-55.7% | $170,442-78.1% | $70,131-46.8% |
| Participation rate | 85.3% | 70.8%+14.5pp | 83.6%+1.7pp | 69.5%+15.8pp |
| Annual return | 14.42% | 23.06%-8.6pp | 205.93%-191.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,024 | $3,086-34.4% | $4,939-59.0% | $3,332-39.3% |
| Admin fee / account holder | $11,152 | $5,698+95.7% | $13,880-19.7% | $4,645+140.1% |