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 | $111,468 | $76,552+45.6% | $123,892-10.0% | $62,891+77.2% |
| Participation rate | 79.4% | 73.0%+6.4pp | 81.4%-2.0pp | 69.3%+10.1pp |
| Annual return | 7.32% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $904 | $2,883-68.6% | $4,617-80.4% | $2,281-60.4% |
| Participant deferral / active EE | $10,887 | $4,840+125.0% | $5,984+81.9% | $3,203+239.9% |
| Admin fee / account holder | $2,481 | $4,826-48.6% | $8,357-70.3% | $4,296-42.2% |