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 | $113,660 | $78,422+44.9% | $95,952+18.5% | $79,858+42.3% |
| Participation rate | 88.0% | 73.5%+14.5pp | 77.1%+10.9pp | 69.6%+18.4pp |
| Annual return | 12.71% | 19.37%-6.7pp | 91.61%-78.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $905 | $1,945-53.5% | $2,541-64.4% | $2,471-63.4% |
| Participant deferral / active EE | $2,892 | $3,440-15.9% | $4,167-30.6% | $3,740-22.7% |
| Admin fee / account holder | $5,773 | $5,622+2.7% | $6,795-15.1% | $5,306+8.8% |