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 | $114,058 | $56,897+100.5% | $84,750+34.6% | $62,891+81.4% |
| Participation rate | 75.9% | 68.5%+7.3pp | 76.6%-0.7pp | 69.3%+6.6pp |
| Annual return | 20.11% | 6.30%+13.8pp | 22.78%-2.7pp | 20.14%0pp |
| Employer contribution / active EE | $643 | $2,400-73.2% | $3,574-82.0% | $2,281-71.8% |
| Participant deferral / active EE | $5,073 | $2,709+87.3% | $3,712+36.7% | $3,203+58.4% |
| Admin fee / account holder | $944 | $3,581-73.6% | $5,332-82.3% | $4,296-78.0% |