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 | $91,674 | $62,586+46.5% | $76,768+19.4% | $64,186+42.8% |
| Participation rate | 77.4% | 72.8%+4.5pp | 77.0%+0.4pp | 69.6%+7.8pp |
| Annual return | 10.59% | -1.95%+12.5pp | 2.43%+8.2pp | 7.63%+3.0pp |
| Employer contribution / active EE | $1,376 | $1,832-24.9% | $2,485-44.6% | $2,381-42.2% |
| Participant deferral / active EE | $2,427 | $3,145-22.8% | $3,852-37.0% | $3,470-30.1% |
| Admin fee / account holder | $12,307 | $4,667+163.7% | $6,675+84.4% | $4,888+151.8% |