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 | $113,531 | $42,383+167.9% | $76,523+48.4% | $64,186+76.9% |
| Participation rate | 96.9% | 58.1%+38.7pp | 68.0%+28.9pp | 69.6%+27.3pp |
| Annual return | 0.76% | -16.54%+17.3pp | -0.27%+1.0pp | 7.63%-6.9pp |
| Employer contribution / active EE | $5,835 | $1,563+273.3% | $2,647+120.4% | $2,381+145.1% |
| Participant deferral / active EE | $4,306 | $2,566+67.8% | $3,835+12.3% | $3,470+24.1% |
| Admin fee / account holder | $9,767 | $3,198+205.4% | $4,848+101.5% | $4,888+99.8% |