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 | $141,820 | $77,503+83.0% | $100,391+41.3% | $80,856+75.4% |
| Participation rate | 77.8% | 76.9%+0.8pp | 81.5%-3.7pp | 67.6%+10.1pp |
| Annual return | 18.74% | 37.20%-18.5pp | 49.20%-30.5pp | 35.59%-16.9pp |
| Employer contribution / active EE | $2,752 | $2,801-1.7% | $3,942-30.2% | $2,755-0.1% |
| Participant deferral / active EE | $8,908 | $6,820+30.6% | $8,082+10.2% | $4,296+107.4% |
| Admin fee / account holder | $779 | $5,897-86.8% | $7,899-90.1% | $6,918-88.7% |