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 | $139,925 | $135,952+2.9% | $123,892+12.9% | $273,961-48.9% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 10.90% | 56.63%-45.7pp | 47.52%-36.6pp | 41.45%-30.6pp |
| Employer contribution / active EE | $3,148 | $5,170-39.1% | $4,617-31.8% | $4,869-35.3% |
| Participant deferral / active EE | $6,441 | $6,343+1.5% | $5,984+7.6% | $5,287+21.8% |
| Admin fee / account holder | $8,720 | $9,817-11.2% | $8,357+4.3% | $10,132-13.9% |