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 | $77,119 | $45,035+71.2% | $62,995+22.4% | $70,131+10.0% |
| Participation rate | 83.6% | 69.5%+14.1pp | 74.8%+8.8pp | 69.5%+14.1pp |
| Annual return | 15.24% | 18.76%-3.5pp | 87.57%-72.3pp | 73.14%-57.9pp |
| Employer contribution / active EE | $2,230 | $2,051+8.7% | $2,759-19.2% | $2,342-4.8% |
| Participant deferral / active EE | $5,387 | $2,465+118.6% | $3,329+61.8% | $3,332+61.7% |
| Admin fee / account holder | $2,452 | $2,834-13.5% | $3,600-31.9% | $4,645-47.2% |