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 | $108,418 | $74,927+44.7% | $101,794+6.5% | $84,808+27.8% |
| Participation rate | 94.5% | 61.4%+33.1pp | 69.2%+25.4pp | 68.3%+26.2pp |
| Annual return | 14.05% | 18.70%-4.7pp | 30.53%-16.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $671 | $1,522-55.9% | $2,289-70.7% | $2,631-74.5% |
| Participant deferral / active EE | $6,384 | $3,099+106.0% | $4,084+56.3% | $4,212+51.6% |
| Admin fee / account holder | $1,753 | $6,514-73.1% | $8,777-80.0% | $7,344-76.1% |