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 | $115,304 | $77,813+48.2% | $123,544-6.7% | $64,186+79.6% |
| Participation rate | 88.7% | 74.7%+14.0pp | 82.3%+6.4pp | 69.6%+19.1pp |
| Annual return | 13.40% | 12.48%+0.9pp | 119.20%-105.8pp | 7.63%+5.8pp |
| Employer contribution / active EE | $1,710 | $3,014-43.3% | $4,628-63.0% | $2,381-28.2% |
| Participant deferral / active EE | $3,416 | $5,240-34.8% | $6,426-46.8% | $3,470-1.5% |
| Admin fee / account holder | $565 | $5,519-89.8% | $9,284-93.9% | $4,888-88.4% |