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 | $80,962 | $60,349+34.2% | $74,183+9.1% | $62,891+28.7% |
| Participation rate | 77.6% | 72.7%+4.9pp | 76.6%+1.0pp | 69.3%+8.3pp |
| Annual return | 5.91% | 21.37%-15.5pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $497 | $1,680-70.4% | $2,370-79.0% | $2,281-78.2% |
| Participant deferral / active EE | $3,762 | $2,856+31.7% | $3,550+6.0% | $3,203+17.4% |
| Admin fee / account holder | $544 | $4,261-87.2% | $5,586-90.3% | $4,296-87.3% |