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 | $95,604 | $60,349+58.4% | $74,183+28.9% | $62,891+52.0% |
| Participation rate | 84.0% | 72.7%+11.3pp | 76.6%+7.4pp | 69.3%+14.7pp |
| Annual return | 8.38% | 21.37%-13.0pp | 17.74%-9.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,406 | $1,680+43.2% | $2,370+1.5% | $2,281+5.5% |
| Participant deferral / active EE | $5,228 | $2,856+83.0% | $3,550+47.3% | $3,203+63.2% |
| Admin fee / account holder | $2,052 | $4,261-51.8% | $5,586-63.3% | $4,296-52.2% |