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 | $99,181 | $65,365+51.7% | $92,893+6.8% | $72,985+35.9% |
| Participation rate | 89.1% | 68.3%+20.7pp | 76.0%+13.1pp | 69.5%+19.6pp |
| Annual return | 18.61% | 42.10%-23.5pp | 109.41%-90.8pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,513 | $2,594-41.7% | $3,653-58.6% | $2,440-38.0% |
| Participant deferral / active EE | $2,913 | $3,128-6.9% | $4,236-31.2% | $3,607-19.2% |
| Admin fee / account holder | $6,575 | $4,251+54.7% | $5,794+13.5% | $5,124+28.3% |