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 | $185,531 | $57,590+222.2% | $86,233+115.2% | $82,448+125.0% |
| Participation rate | 83.9% | 57.9%+26.0pp | 69.0%+14.9pp | 68.1%+15.8pp |
| Annual return | 14.13% | 22.41%-8.3pp | 61.39%-47.3pp | 41.64%-27.5pp |
| Employer contribution / active EE | $790 | $1,655-52.2% | $2,504-68.4% | $2,551-69.0% |
| Participant deferral / active EE | $5,209 | $3,080+69.1% | $4,559+14.3% | $4,139+25.8% |
| Admin fee / account holder | $30,418 | $4,730+543.0% | $8,342+264.6% | $7,234+320.5% |