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 8-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 | $115,432 | $127,065-9.2% | $113,168+2.0% | $142,382-18.9% |
| Participation rate | 70.0% | 79.2%-9.2pp | 76.6%-6.6pp | 80.1%-10.1pp |
| Annual return | 15.83% | 24.03%-8.2pp | 24.27%-8.4pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,418 | $3,442-0.7% | $2,975+14.9% | $4,299-20.5% |
| Participant deferral / active EE | $6,722 | $5,716+17.6% | $5,107+31.6% | $6,507+3.3% |
| Admin fee / account holder | $10,916 | $15,736-30.6% | $12,068-9.5% | $12,624-13.5% |