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 | $81,811 | $67,606+21.0% | $82,313-0.6% | $70,131+16.7% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 17.41% | 21.57%-4.2pp | 25.88%-8.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,521 | $1,755-13.3% | $2,428-37.4% | $2,342-35.1% |
| Participant deferral / active EE | $4,242 | $2,987+42.0% | $3,706+14.5% | $3,332+27.3% |
| Admin fee / account holder | $1,744 | $4,512-61.3% | $5,608-68.9% | $4,645-62.5% |