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 | $85,652 | $109,881-22.0% | $150,045-42.9% | $84,808+1.0% |
| Participation rate | 78.2% | 76.1%+2.1pp | 82.3%-4.1pp | 68.3%+9.9pp |
| Annual return | 30.14% | 28.25%+1.9pp | 62.55%-32.4pp | 40.90%-10.8pp |
| Employer contribution / active EE | $4,082 | $3,561+14.6% | $4,693-13.0% | $2,631+55.1% |
| Participant deferral / active EE | $7,952 | $6,636+19.8% | $7,997-0.6% | $4,212+88.8% |
| Admin fee / account holder | $4,003 | $8,568-53.3% | $13,435-70.2% | $7,344-45.5% |