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 | $114,537 | $60,349+89.8% | $74,183+54.4% | $62,891+82.1% |
| Participation rate | 97.3% | 72.7%+24.6pp | 76.6%+20.7pp | 69.3%+28.0pp |
| Annual return | 6.92% | 21.37%-14.5pp | 17.74%-10.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,665 | $1,680-0.9% | $2,370-29.7% | $2,281-27.0% |
| Participant deferral / active EE | $5,419 | $2,856+89.7% | $3,550+52.7% | $3,203+69.2% |
| Admin fee / account holder | $2,871 | $4,261-32.6% | $5,586-48.6% | $4,296-33.2% |