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 | $82,089 | $76,552+7.2% | $123,892-33.7% | $62,891+30.5% |
| Participation rate | 77.9% | 73.0%+4.9pp | 81.4%-3.5pp | 69.3%+8.6pp |
| Annual return | 13.45% | 18.68%-5.2pp | 47.52%-34.1pp | 20.14%-6.7pp |
| Employer contribution / active EE | $2,224 | $2,883-22.9% | $4,617-51.8% | $2,281-2.5% |
| Participant deferral / active EE | $6,916 | $4,840+42.9% | $5,984+15.6% | $3,203+115.9% |
| Admin fee / account holder | $4,168 | $4,826-13.6% | $8,357-50.1% | $4,296-3.0% |