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 | $122,650 | $62,586+96.0% | $76,768+59.8% | $64,186+91.1% |
| Participation rate | 78.3% | 72.8%+5.5pp | 77.0%+1.4pp | 69.6%+8.8pp |
| Annual return | 11.49% | -1.95%+13.4pp | 2.43%+9.1pp | 7.63%+3.9pp |
| Employer contribution / active EE | $2,860 | $1,832+56.1% | $2,485+15.1% | $2,381+20.1% |
| Participant deferral / active EE | $6,911 | $3,145+119.8% | $3,852+79.4% | $3,470+99.2% |
| Admin fee / account holder | $2,412 | $4,667-48.3% | $6,675-63.9% | $4,888-50.7% |