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 | $96,129 | $57,590+66.9% | $86,233+11.5% | $82,448+16.6% |
| Participation rate | 87.9% | 57.9%+30.0pp | 69.0%+18.9pp | 68.1%+19.8pp |
| Annual return | 14.61% | 22.41%-7.8pp | 61.39%-46.8pp | 41.64%-27.0pp |
| Employer contribution / active EE | $3,030 | $1,655+83.1% | $2,504+21.0% | $2,551+18.8% |
| Participant deferral / active EE | $4,047 | $3,080+31.4% | $4,559-11.2% | $4,139-2.2% |
| Admin fee / account holder | $4,047 | $4,730-14.4% | $8,342-51.5% | $7,234-44.1% |