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 | $110,215 | $109,881+0.3% | $150,045-26.5% | $84,808+30.0% |
| Participation rate | 73.7% | 76.1%-2.4pp | 82.3%-8.6pp | 68.3%+5.4pp |
| Annual return | 15.18% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,945 | $3,561-17.3% | $4,693-37.3% | $2,631+11.9% |
| Participant deferral / active EE | $12,263 | $6,636+84.8% | $7,997+53.3% | $4,212+191.2% |
| Admin fee / account holder | $37,598 | $8,568+338.8% | $13,435+179.9% | $7,344+412.0% |