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 | $86,376 | $51,315+68.3% | $95,745-9.8% | $71,457+20.9% |
| Participation rate | 98.1% | 63.0%+35.1pp | 72.3%+25.8pp | 67.9%+30.2pp |
| Annual return | 22.28% | 25.26%-3.0pp | 28.35%-6.1pp | 28.85%-6.6pp |
| Employer contribution / active EE | $5,885 | $1,819+223.5% | $2,835+107.6% | $2,588+127.4% |
| Participant deferral / active EE | $11,324 | $3,358+237.2% | $4,245+166.8% | $4,289+164.0% |
| Admin fee / account holder | $5,909 | $1,137+419.7% | $5,678+4.1% | $1,587+272.3% |