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 | $111,823 | $109,413+2.2% | $156,263-28.4% | $84,808+31.9% |
| Participation rate | 82.5% | 72.7%+9.8pp | 78.9%+3.6pp | 68.3%+14.2pp |
| Annual return | 14.00% | 20.18%-6.2pp | 59.47%-45.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,751 | $2,907-5.4% | $4,333-36.5% | $2,631+4.5% |
| Participant deferral / active EE | $6,539 | $4,590+42.5% | $6,158+6.2% | $4,212+55.3% |
| Admin fee / account holder | $10,229 | $9,357+9.3% | $14,255-28.2% | $7,344+39.3% |