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 | $103,208 | $43,327+138.2% | $59,878+72.4% | $64,186+60.8% |
| Participation rate | 80.4% | 69.2%+11.2pp | 74.7%+5.7pp | 69.6%+10.8pp |
| Annual return | 8.76% | -1.55%+10.3pp | 3.46%+5.3pp | 7.63%+1.1pp |
| Employer contribution / active EE | $2,087 | $2,028+2.9% | $2,722-23.3% | $2,381-12.3% |
| Participant deferral / active EE | $4,160 | $2,546+63.4% | $3,402+22.3% | $3,470+19.9% |
| Admin fee / account holder | $8,106 | $3,005+169.7% | $3,590+125.8% | $4,888+65.8% |