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 | $115,967 | $109,881+5.5% | $150,045-22.7% | $84,808+36.7% |
| Participation rate | 73.1% | 76.1%-3.0pp | 82.3%-9.2pp | 68.3%+4.8pp |
| Annual return | 22.73% | 28.25%-5.5pp | 62.55%-39.8pp | 40.90%-18.2pp |
| Employer contribution / active EE | $3,569 | $3,561+0.2% | $4,693-23.9% | $2,631+35.7% |
| Participant deferral / active EE | $7,863 | $6,636+18.5% | $7,997-1.7% | $4,212+86.7% |
| Admin fee / account holder | $850 | $8,568-90.1% | $13,435-93.7% | $7,344-88.4% |