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 | $76,560 | $71,516+7.1% | $98,439-22.2% | $71,457+7.1% |
| Participation rate | 72.7% | 72.7%0pp | 75.2%-2.4pp | 67.9%+4.8pp |
| Annual return | 25.91% | 32.41%-6.5pp | 21.16%+4.7pp | 28.85%-2.9pp |
| Employer contribution / active EE | $2,431 | $2,399+1.4% | $3,048-20.2% | $2,588-6.0% |
| Participant deferral / active EE | $4,504 | $4,109+9.6% | $4,738-4.9% | $4,289+5.0% |
| Admin fee / account holder | $1,741 | $1,675+4.0% | $8,948-80.5% | $1,587+9.7% |