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 | $93,900 | $65,365+43.7% | $92,893+1.1% | $72,985+28.7% |
| Participation rate | 73.8% | 68.3%+5.5pp | 76.0%-2.2pp | 69.5%+4.4pp |
| Annual return | 25.01% | 42.10%-17.1pp | 109.41%-84.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $1,064 | $2,594-59.0% | $3,653-70.9% | $2,440-56.4% |
| Participant deferral / active EE | $6,182 | $3,128+97.6% | $4,236+45.9% | $3,607+71.4% |
| Admin fee / account holder | $7,456 | $4,251+75.4% | $5,794+28.7% | $5,124+45.5% |