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 | $143,736 | $99,985+43.8% | $146,665-2.0% | $85,850+67.4% |
| Participation rate | 74.6% | 73.1%+1.5pp | 80.1%-5.5pp | 69.3%+5.3pp |
| Annual return | 11.80% | 18.93%-7.1pp | 22.74%-10.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $1,179 | $2,559-53.9% | $4,136-71.5% | $2,565-54.0% |
| Participant deferral / active EE | $4,269 | $4,006+6.6% | $5,506-22.5% | $3,952+8.0% |
| Admin fee / account holder | $9,815 | $7,702+27.4% | $10,280-4.5% | $6,260+56.8% |