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 | $164,018 | $123,793+32.5% | $177,821-7.8% | $79,858+105.4% |
| Participation rate | 90.0% | 84.7%+5.3pp | 87.7%+2.3pp | 69.6%+20.4pp |
| Annual return | 18.36% | 22.82%-4.5pp | 48.32%-30.0pp | 31.71%-13.4pp |
| Employer contribution / active EE | $2,027 | $4,095-50.5% | $5,918-65.7% | $2,471-18.0% |
| Participant deferral / active EE | $6,565 | $5,956+10.2% | $7,714-14.9% | $3,740+75.5% |
| Admin fee / account holder | $8,454 | $7,243+16.7% | $12,427-32.0% | $5,306+59.3% |