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 | $36,102 | $70,475-48.8% | $100,516-64.1% | $79,858-54.8% |
| Participation rate | 81.0% | 73.7%+7.3pp | 79.4%+1.6pp | 69.6%+11.3pp |
| Annual return | 19.44% | 21.90%-2.5pp | 30.89%-11.4pp | 31.71%-12.3pp |
| Employer contribution / active EE | $2,219 | $2,165+2.5% | $3,418-35.1% | $2,471-10.2% |
| Participant deferral / active EE | $3,962 | $5,181-23.5% | $6,270-36.8% | $3,740+5.9% |
| Admin fee / account holder | $1,849 | $4,478-58.7% | $8,081-77.1% | $5,306-65.1% |