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 | $99,332 | $90,503+9.8% | $78,689+26.2% | $273,961-63.7% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 5.49% | 75.60%-70.1pp | 62.18%-56.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,617 | $3,176-49.1% | $2,851-43.3% | $4,869-66.8% |
| Participant deferral / active EE | $2,433 | $3,901-37.6% | $3,517-30.8% | $5,287-54.0% |
| Admin fee / account holder | $19,932 | $5,263+278.7% | $4,510+341.9% | $10,132+96.7% |