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 | $81,786 | $56,897+43.7% | $84,750-3.5% | $62,891+30.0% |
| Participation rate | 81.1% | 68.5%+12.5pp | 76.6%+4.5pp | 69.3%+11.8pp |
| Annual return | 6.26% | 6.30%0pp | 22.78%-16.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,622 | $2,400-32.4% | $3,574-54.6% | $2,281-28.9% |
| Participant deferral / active EE | $4,514 | $2,709+66.6% | $3,712+21.6% | $3,203+40.9% |
| Admin fee / account holder | $641 | $3,581-82.1% | $5,332-88.0% | $4,296-85.1% |