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 | $94,811 | $86,929+9.1% | $102,423-7.4% | $80,856+17.3% |
| Participation rate | 78.5% | 72.4%+6.1pp | 76.5%+2.0pp | 67.6%+10.8pp |
| Annual return | 11.75% | 18.88%-7.1pp | 29.32%-17.6pp | 35.59%-23.8pp |
| Employer contribution / active EE | $3,002 | $2,369+26.7% | $3,023-0.7% | $2,755+9.0% |
| Participant deferral / active EE | $4,879 | $4,118+18.5% | $5,053-3.4% | $4,296+13.6% |
| Admin fee / account holder | $15,701 | $8,049+95.1% | $9,451+66.1% | $6,918+127.0% |