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 | $75,966 | $62,586+21.4% | $76,768-1.0% | $64,186+18.4% |
| Participation rate | 98.0% | 72.8%+25.1pp | 77.0%+21.0pp | 69.6%+28.4pp |
| Annual return | 8.88% | -1.95%+10.8pp | 2.43%+6.4pp | 7.63%+1.2pp |
| Employer contribution / active EE | $3,139 | $1,832+71.4% | $2,485+26.3% | $2,381+31.9% |
| Participant deferral / active EE | $4,798 | $3,145+52.6% | $3,852+24.6% | $3,470+38.3% |
| Admin fee / account holder | $43,217 | $4,667+826.0% | $6,675+547.5% | $4,888+784.1% |