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 | $135,340 | $202,432-33.1% | $169,368-20.1% | $139,434-2.9% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 16.29% | 531.74%-515.4pp | 405.60%-389.3pp | 372.94%-356.6pp |
| Employer contribution / active EE | $4,512 | $4,692-3.8% | $4,013+12.4% | $4,751-5.0% |
| Participant deferral / active EE | $9,509 | $6,938+37.1% | $6,221+52.8% | $6,710+41.7% |
| Admin fee / account holder | $11,753 | $10,708+9.8% | $9,003+30.5% | $11,403+3.1% |