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 | $112,229 | $62,586+79.3% | $76,768+46.2% | $64,186+74.9% |
| Participation rate | 76.8% | 72.8%+4.0pp | 77.0%-0.2pp | 69.6%+7.2pp |
| Annual return | 8.25% | -1.95%+10.2pp | 2.43%+5.8pp | 7.63%+0.6pp |
| Employer contribution / active EE | $516 | $1,832-71.8% | $2,485-79.2% | $2,381-78.3% |
| Participant deferral / active EE | $2,719 | $3,145-13.5% | $3,852-29.4% | $3,470-21.6% |
| Admin fee / account holder | $2,195 | $4,667-53.0% | $6,675-67.1% | $4,888-55.1% |