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 8-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 | $126,123 | $106,749+18.1% | $145,433-13.3% | $82,448+53.0% |
| Participation rate | 78.3% | 75.6%+2.6pp | 82.1%-3.9pp | 68.1%+10.2pp |
| Annual return | 17.14% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $3,382 | $3,444-1.8% | $4,554-25.7% | $2,551+32.6% |
| Participant deferral / active EE | $12,110 | $6,519+85.8% | $7,897+53.3% | $4,139+192.6% |
| Admin fee / account holder | $4,762 | $8,390-43.2% | $13,129-63.7% | $7,234-34.2% |