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 | $151,495 | $109,881+37.9% | $150,045+1.0% | $84,808+78.6% |
| Participation rate | 85.2% | 76.1%+9.2pp | 82.3%+2.9pp | 68.3%+16.9pp |
| Annual return | 17.08% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,320 | $3,561-6.8% | $4,693-29.3% | $2,631+26.2% |
| Participant deferral / active EE | $6,797 | $6,636+2.4% | $7,997-15.0% | $4,212+61.4% |
| Admin fee / account holder | $5,706 | $8,568-33.4% | $13,435-57.5% | $7,344-22.3% |