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 | $94,349 | $62,586+50.8% | $76,768+22.9% | $64,186+47.0% |
| Participation rate | 85.7% | 72.8%+12.9pp | 77.0%+8.8pp | 69.6%+16.1pp |
| Annual return | -5.19% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,522 | $1,832+37.7% | $2,485+1.5% | $2,381+5.9% |
| Participant deferral / active EE | $4,633 | $3,145+47.3% | $3,852+20.3% | $3,470+33.5% |
| Admin fee / account holder | $21,761 | $4,667+366.3% | $6,675+226.0% | $4,888+345.2% |