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 | $81,617 | $56,897+43.4% | $84,750-3.7% | $62,891+29.8% |
| Participation rate | 92.6% | 68.5%+24.1pp | 76.6%+16.0pp | 69.3%+23.3pp |
| Annual return | 6.26% | 6.30%0pp | 22.78%-16.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $540 | $2,400-77.5% | $3,574-84.9% | $2,281-76.3% |
| Participant deferral / active EE | $3,725 | $2,709+37.5% | $3,712+0.4% | $3,203+16.3% |
| Admin fee / account holder | $18,817 | $3,581+425.5% | $5,332+252.9% | $4,296+338.1% |