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 | $83,596 | $71,050+17.7% | $93,606-10.7% | $80,856+3.4% |
| Participation rate | 88.1% | 60.4%+27.7pp | 68.7%+19.4pp | 67.6%+20.5pp |
| Annual return | 10.37% | 11.26%-0.9pp | 133.20%-122.8pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,196 | $1,564+40.5% | $2,420-9.2% | $2,755-20.3% |
| Participant deferral / active EE | $6,843 | $4,034+69.6% | $4,411+55.1% | $4,296+59.3% |
| Admin fee / account holder | $1,535 | $6,945-77.9% | $8,285-81.5% | $6,918-77.8% |