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 | $98,811 | $62,586+57.9% | $76,768+28.7% | $64,186+53.9% |
| Participation rate | 78.2% | 72.8%+5.4pp | 77.0%+1.2pp | 69.6%+8.6pp |
| Annual return | 14.16% | -1.95%+16.1pp | 2.43%+11.7pp | 7.63%+6.5pp |
| Employer contribution / active EE | $535 | $1,832-70.8% | $2,485-78.5% | $2,381-77.5% |
| Participant deferral / active EE | $3,211 | $3,145+2.1% | $3,852-16.6% | $3,470-7.5% |
| Admin fee / account holder | $2,009 | $4,667-57.0% | $6,675-69.9% | $4,888-58.9% |