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 6-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 | $86,489 | $87,166-0.8% | $76,735+12.7% | $137,256-37.0% |
| Participation rate | 76.9% | 74.4%+2.6pp | 69.5%+7.4pp | 80.0%-3.0pp |
| Annual return | 13.53% | 26.50%-13.0pp | 29.77%-16.2pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,962 | $2,904-32.4% | $2,454-20.0% | $4,156-52.8% |
| Participant deferral / active EE | $5,134 | $4,726+8.6% | $4,088+25.6% | $6,407-19.9% |
| Admin fee / account holder | $10,710 | $8,403+27.4% | $7,189+49.0% | $12,270-12.7% |