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 3-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 | $126,374 | $78,520+60.9% | $96,576+30.9% | $82,448+53.3% |
| Participation rate | 89.5% | 77.7%+11.8pp | 81.4%+8.1pp | 68.1%+21.5pp |
| Annual return | 16.06% | 41.30%-25.2pp | 38.47%-22.4pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,844 | $6,754+30.9% | $7,956+11.2% | $4,139+113.7% |
| Admin fee / account holder | $12,140 | $13,455-9.8% | $11,381+6.7% | $7,234+67.8% |