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 | $101,334 | $45,035+125.0% | $62,995+60.9% | $70,131+44.5% |
| Participation rate | 70.2% | 69.5%+0.7pp | 74.8%-4.6pp | 69.5%+0.7pp |
| Annual return | 15.85% | 18.76%-2.9pp | 87.57%-71.7pp | 73.14%-57.3pp |
| Employer contribution / active EE | $2,168 | $2,051+5.7% | $2,759-21.4% | $2,342-7.4% |
| Participant deferral / active EE | $3,748 | $2,465+52.1% | $3,329+12.6% | $3,332+12.5% |
| Admin fee / account holder | $4,151 | $2,834+46.4% | $3,600+15.3% | $4,645-10.6% |