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 5-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 | $125,459 | $106,515+17.8% | $96,683+29.8% | $139,434-10.0% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 18.06% | 38.43%-20.4pp | 35.69%-17.6pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,551 | $4,103-37.8% | $3,737-31.7% | $4,751-46.3% |
| Participant deferral / active EE | $6,187 | $5,454+13.4% | $4,878+26.8% | $6,710-7.8% |
| Admin fee / account holder | $1,791 | $7,877-77.3% | $6,730-73.4% | $11,403-84.3% |