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 | $76,695 | $47,944+60.0% | $67,834+13.1% | $62,891+21.9% |
| Participation rate | 71.3% | 61.1%+10.2pp | 68.8%+2.5pp | 69.3%+2.0pp |
| Annual return | 4.94% | 11.77%-6.8pp | 138.47%-133.5pp | 20.14%-15.2pp |
| Employer contribution / active EE | $670 | $1,562-57.1% | $2,403-72.1% | $2,281-70.6% |
| Participant deferral / active EE | $4,739 | $2,247+110.9% | $3,160+50.0% | $3,203+48.0% |
| Admin fee / account holder | $4,664 | $3,712+25.7% | $4,622+0.9% | $4,296+8.6% |