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 | $65,974 | $57,354+15.0% | $83,848-21.3% | $64,186+2.8% |
| Participation rate | 81.3% | 68.6%+12.6pp | 76.1%+5.1pp | 69.6%+11.7pp |
| Annual return | 3.87% | 11.38%-7.5pp | 850.88%-847.0pp | 7.63%-3.8pp |
| Employer contribution / active EE | $1,320 | $2,545-48.2% | $3,631-63.7% | $2,381-44.6% |
| Participant deferral / active EE | $3,326 | $2,993+11.1% | $4,082-18.5% | $3,470-4.1% |
| Admin fee / account holder | $1,248 | $4,046-69.2% | $5,478-77.2% | $4,888-74.5% |