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 | $101,288 | $49,025+106.6% | $87,507+15.7% | $62,891+61.1% |
| Participation rate | 72.9% | 64.9%+8.0pp | 73.8%-1.0pp | 69.3%+3.6pp |
| Annual return | 6.07% | 10.02%-4.0pp | 12.21%-6.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $871 | $1,372-36.5% | $2,550-65.8% | $2,281-61.8% |
| Participant deferral / active EE | $2,620 | $2,289+14.5% | $3,149-16.8% | $3,203-18.2% |
| Admin fee / account holder | $18,554 | $4,065+356.4% | $4,221+339.6% | $4,296+331.9% |