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 | $88,296 | $85,766+2.9% | $136,294-35.2% | $70,131+25.9% |
| Participation rate | 88.1% | 74.2%+13.9pp | 81.9%+6.2pp | 69.5%+18.6pp |
| Annual return | 14.36% | 31.45%-17.1pp | 5155.94%-5141.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $10,756 | $5,051+112.9% | $6,247+72.2% | $3,332+222.8% |
| Admin fee / account holder | $16,804 | $5,420+210.0% | $9,243+81.8% | $4,645+261.7% |