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 | $92,913 | $51,708+79.7% | $106,619-12.9% | $62,891+47.7% |
| Participation rate | 98.6% | 66.9%+31.7pp | 78.0%+20.6pp | 69.3%+29.3pp |
| Annual return | 7.04% | 4.69%+2.4pp | 9.42%-2.4pp | 20.14%-13.1pp |
| Employer contribution / active EE | $3,547 | $1,764+101.1% | $3,947-10.1% | $2,281+55.5% |
| Participant deferral / active EE | $1,741 | $2,315-24.8% | $3,930-55.7% | $3,203-45.7% |
| Admin fee / account holder | $8,581 | $3,349+156.2% | $6,418+33.7% | $4,296+99.8% |