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 | $171,060 | $148,978+14.8% | $200,582-14.7% | $84,808+101.7% |
| Participation rate | 85.7% | 84.2%+1.5pp | 86.9%-1.2pp | 68.3%+17.4pp |
| Annual return | 17.92% | 28.16%-10.2pp | 42.33%-24.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $4,953 | $4,815+2.9% | $6,419-22.8% | $2,631+88.3% |
| Participant deferral / active EE | $3,633 | $7,142-49.1% | $9,331-61.1% | $4,212-13.7% |
| Admin fee / account holder | $2,552 | $13,977-81.7% | $16,305-84.3% | $7,344-65.3% |