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 | $64,340 | $48,076+33.8% | $78,689-18.2% | $62,891+2.3% |
| Participation rate | 73.7% | 65.2%+8.5pp | 73.6%+0.1pp | 69.3%+4.4pp |
| Annual return | 6.45% | 31.35%-24.9pp | 62.18%-55.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $3,441 | $2,015+70.8% | $2,851+20.7% | $2,281+50.8% |
| Participant deferral / active EE | $2,717 | $2,588+5.0% | $3,517-22.7% | $3,203-15.2% |
| Admin fee / account holder | $796 | $3,207-75.2% | $4,510-82.4% | $4,296-81.5% |