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 | $45,946 | $67,606-32.0% | $82,313-44.2% | $70,131-34.5% |
| Participation rate | 82.4% | 72.8%+9.6pp | 76.9%+5.5pp | 69.5%+12.8pp |
| Annual return | 15.20% | 21.57%-6.4pp | 25.88%-10.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,811 | $1,755+3.2% | $2,428-25.4% | $2,342-22.7% |
| Participant deferral / active EE | $4,937 | $2,987+65.3% | $3,706+33.2% | $3,332+48.2% |
| Admin fee / account holder | $2,631 | $4,512-41.7% | $5,608-53.1% | $4,645-43.4% |