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 | $94,921 | $70,475+34.7% | $100,516-5.6% | $79,858+18.9% |
| Participation rate | 73.5% | 73.7%-0.2pp | 79.4%-5.9pp | 69.6%+3.9pp |
| Annual return | 18.95% | 21.90%-2.9pp | 30.89%-11.9pp | 31.71%-12.8pp |
| Employer contribution / active EE | $2,538 | $2,165+17.3% | $3,418-25.7% | $2,471+2.7% |
| Participant deferral / active EE | $6,164 | $5,181+19.0% | $6,270-1.7% | $3,740+64.8% |
| Admin fee / account holder | $3,513 | $4,478-21.6% | $8,081-56.5% | $5,306-33.8% |