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 | $68,375 | $39,122+74.8% | $57,179+19.6% | $62,891+8.7% |
| Participation rate | 97.3% | 70.5%+26.8pp | 75.3%+22.0pp | 69.3%+28.0pp |
| Annual return | 6.27% | 9.23%-3.0pp | 14.59%-8.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,856 | $1,874-1.0% | $2,682-30.8% | $2,281-18.6% |
| Participant deferral / active EE | $3,281 | $2,374+38.2% | $3,096+6.0% | $3,203+2.4% |
| Admin fee / account holder | $1,758 | $2,592-32.2% | $3,139-44.0% | $4,296-59.1% |