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 | $102,917 | $109,881-6.3% | $150,045-31.4% | $84,808+21.4% |
| Participation rate | 70.0% | 76.1%-6.1pp | 82.3%-12.3pp | 68.3%+1.7pp |
| Annual return | 19.76% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $3,591 | $3,561+0.8% | $4,693-23.5% | $2,631+36.5% |
| Participant deferral / active EE | $8,975 | $6,636+35.3% | $7,997+12.2% | $4,212+113.1% |
| Admin fee / account holder | $18,805 | $8,568+119.5% | $13,435+40.0% | $7,344+156.1% |