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 | $117,125 | $99,341+17.9% | $84,750+38.2% | $273,961-57.2% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 7.10% | 22.93%-15.8pp | 22.78%-15.7pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,785 | $4,214-57.6% | $3,574-50.1% | $4,869-63.3% |
| Participant deferral / active EE | $5,595 | $4,269+31.1% | $3,712+50.7% | $5,287+5.8% |
| Admin fee / account holder | $16,217 | $6,644+144.1% | $5,332+204.1% | $10,132+60.1% |