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 | $83,034 | $61,660+34.7% | $80,019+3.8% | $64,186+29.4% |
| Participation rate | 81.3% | 71.7%+9.6pp | 75.8%+5.4pp | 69.6%+11.7pp |
| Annual return | 19.59% | -0.33%+19.9pp | 11.22%+8.4pp | 7.63%+12.0pp |
| Employer contribution / active EE | $391 | $1,810-78.4% | $2,468-84.2% | $2,381-83.6% |
| Participant deferral / active EE | $3,686 | $2,968+24.2% | $3,6860% | $3,470+6.2% |
| Admin fee / account holder | $1,392 | $5,417-74.3% | $6,521-78.7% | $4,888-71.5% |