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 9-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 | $42,876 | $60,892-29.6% | $82,389-48.0% | $84,808-49.4% |
| Participation rate | 70.0% | 63.3%+6.7pp | 69.5%+0.5pp | 68.3%+1.7pp |
| Annual return | 17.06% | 37.29%-20.2pp | 28.67%-11.6pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,973 | $1,779+10.9% | $2,517-21.6% | $2,631-25.0% |
| Participant deferral / active EE | $4,500 | $3,179+41.6% | $4,155+8.3% | $4,212+6.8% |
| Admin fee / account holder | $8,374 | $5,467+53.2% | $7,231+15.8% | $7,344+14.0% |