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 | $87,335 | $84,233+3.7% | $170,442-48.8% | $70,131+24.5% |
| Participation rate | 77.8% | 70.8%+6.9pp | 83.6%-5.8pp | 69.5%+8.2pp |
| Annual return | 17.83% | 23.06%-5.2pp | 205.93%-188.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $977 | $3,387-71.2% | $5,433-82.0% | $2,342-58.3% |
| Participant deferral / active EE | $2,163 | $3,086-29.9% | $4,939-56.2% | $3,332-35.1% |
| Admin fee / account holder | $381 | $5,698-93.3% | $13,880-97.3% | $4,645-91.8% |