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 | $88,949 | $76,552+16.2% | $123,892-28.2% | $62,891+41.4% |
| Participation rate | 92.5% | 73.0%+19.5pp | 81.4%+11.0pp | 69.3%+23.1pp |
| Annual return | 6.49% | 18.68%-12.2pp | 47.52%-41.0pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,704 | $2,883-40.9% | $4,617-63.1% | $2,281-25.3% |
| Participant deferral / active EE | $4,534 | $4,840-6.3% | $5,984-24.2% | $3,203+41.6% |
| Admin fee / account holder | $6,657 | $4,826+37.9% | $8,357-20.3% | $4,296+55.0% |