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 | $81,701 | $53,596+52.4% | $90,645-9.9% | $64,186+27.3% |
| Participation rate | 78.6% | 64.5%+14.1pp | 74.0%+4.5pp | 69.6%+9.0pp |
| Annual return | 9.31% | 4.41%+4.9pp | 1.88%+7.4pp | 7.63%+1.7pp |
| Employer contribution / active EE | $1,048 | $1,503-30.3% | $2,532-58.6% | $2,381-56.0% |
| Participant deferral / active EE | $1,092 | $2,459-55.6% | $3,425-68.1% | $3,470-68.5% |
| Admin fee / account holder | $349 | $3,868-91.0% | $4,994-93.0% | $4,888-92.9% |