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 | $99,844 | $39,122+155.2% | $57,179+74.6% | $62,891+58.8% |
| Participation rate | 88.8% | 70.5%+18.3pp | 75.3%+13.4pp | 69.3%+19.5pp |
| Annual return | 1.35% | 9.23%-7.9pp | 14.59%-13.2pp | 20.14%-18.8pp |
| Employer contribution / active EE | $4,343 | $1,874+131.8% | $2,682+61.9% | $2,281+90.4% |
| Participant deferral / active EE | $5,238 | $2,374+120.7% | $3,096+69.2% | $3,203+63.5% |
| Admin fee / account holder | $10,501 | $2,592+305.1% | $3,139+234.5% | $4,296+144.5% |