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 | $93,312 | $95,803-2.6% | $113,168-17.5% | $84,808+10.0% |
| Participation rate | 91.5% | 72.9%+18.7pp | 76.6%+15.0pp | 68.3%+23.2pp |
| Annual return | 18.02% | 25.00%-7.0pp | 24.27%-6.2pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,494 | $2,360+5.7% | $2,975-16.2% | $2,631-5.2% |
| Participant deferral / active EE | $4,727 | $4,242+11.4% | $5,107-7.4% | $4,212+12.2% |
| Admin fee / account holder | $415 | $8,989-95.4% | $12,068-96.6% | $7,344-94.4% |