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 7-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 | $95,772 | $82,882+15.6% | $127,761-25.0% | $72,985+31.2% |
| Participation rate | 83.3% | 71.5%+11.8pp | 79.0%+4.3pp | 69.5%+13.8pp |
| Annual return | 24.42% | 32.20%-7.8pp | 26.14%-1.7pp | 81.00%-56.6pp |
| Employer contribution / active EE | $3,639 | $3,346+8.7% | $4,574-20.4% | $2,440+49.1% |
| Participant deferral / active EE | $6,360 | $4,791+32.8% | $6,021+5.6% | $3,607+76.3% |
| Admin fee / account holder | $21,061 | $6,487+224.7% | $9,395+124.2% | $5,124+311.0% |