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 | $112,037 | $67,411+66.2% | $91,001+23.1% | $70,131+59.8% |
| Participation rate | 87.5% | 71.4%+16.1pp | 75.6%+11.9pp | 69.5%+18.0pp |
| Annual return | 13.12% | -40.16%+53.3pp | 4.60%+8.5pp | 73.14%-60.0pp |
| Employer contribution / active EE | $2,634 | $1,786+47.5% | $2,456+7.3% | $2,342+12.5% |
| Participant deferral / active EE | $4,643 | $2,823+64.5% | $3,547+30.9% | $3,332+39.4% |
| Admin fee / account holder | $1,952 | $4,236-53.9% | $5,417-64.0% | $4,645-58.0% |