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 | $83,614 | $53,018+57.7% | $70,014+19.4% | $62,891+33.0% |
| Participation rate | 73.5% | 67.2%+6.3pp | 71.8%+1.7pp | 69.3%+4.2pp |
| Annual return | 10.54% | 13.35%-2.8pp | 12.99%-2.5pp | 20.14%-9.6pp |
| Employer contribution / active EE | $2,324 | $1,799+29.2% | $2,338-0.6% | $2,281+1.9% |
| Participant deferral / active EE | $4,151 | $2,395+73.3% | $2,931+41.6% | $3,203+29.6% |
| Admin fee / account holder | $20,681 | $3,690+460.5% | $4,380+372.1% | $4,296+381.5% |