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 | $65,156 | $62,586+4.1% | $76,768-15.1% | $64,186+1.5% |
| Participation rate | 94.4% | 72.8%+21.6pp | 77.0%+17.5pp | 69.6%+24.9pp |
| Annual return | 11.59% | -1.95%+13.5pp | 2.43%+9.2pp | 7.63%+4.0pp |
| Employer contribution / active EE | $4,297 | $1,832+134.5% | $2,485+72.9% | $2,381+80.5% |
| Participant deferral / active EE | $3,374 | $3,145+7.3% | $3,852-12.4% | $3,470-2.8% |
| Admin fee / account holder | $4,097 | $4,667-12.2% | $6,675-38.6% | $4,888-16.2% |