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 | $100,351 | $106,749-6.0% | $145,433-31.0% | $82,448+21.7% |
| Participation rate | 81.9% | 75.6%+6.3pp | 82.1%-0.2pp | 68.1%+13.8pp |
| Annual return | 31.50% | 27.59%+3.9pp | 66.58%-35.1pp | 41.64%-10.1pp |
| Employer contribution / active EE | $3,232 | $3,444-6.2% | $4,554-29.0% | $2,551+26.7% |
| Participant deferral / active EE | $8,960 | $6,519+37.5% | $7,897+13.5% | $4,139+116.5% |
| Admin fee / account holder | $2,171 | $8,390-74.1% | $13,129-83.5% | $7,234-70.0% |