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 | $93,666 | $56,897+64.6% | $84,750+10.5% | $62,891+48.9% |
| Participation rate | 87.5% | 68.5%+19.0pp | 76.6%+10.9pp | 69.3%+18.2pp |
| Annual return | 5.86% | 6.30%-0.4pp | 22.78%-16.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $5,870 | $2,400+144.6% | $3,574+64.2% | $2,281+157.4% |
| Participant deferral / active EE | $4,208 | $2,709+55.3% | $3,712+13.4% | $3,203+31.4% |
| Admin fee / account holder | $1,177 | $3,581-67.1% | $5,332-77.9% | $4,296-72.6% |