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 | $111,537 | $71,050+57.0% | $93,606+19.2% | $80,856+37.9% |
| Participation rate | 80.8% | 60.4%+20.4pp | 68.7%+12.0pp | 67.6%+13.1pp |
| Annual return | 13.96% | 11.26%+2.7pp | 133.20%-119.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,746 | $1,564+75.6% | $2,420+13.5% | $2,755-0.3% |
| Participant deferral / active EE | $4,800 | $4,034+19.0% | $4,411+8.8% | $4,296+11.7% |
| Admin fee / account holder | $1,661 | $6,945-76.1% | $8,285-79.9% | $6,918-76.0% |