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 | $144,513 | $117,983+22.5% | $101,794+42.0% | $142,382+1.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 14.89% | 36.92%-22.0pp | 30.53%-15.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,765 | $2,773-0.3% | $2,289+20.8% | $4,299-35.7% |
| Participant deferral / active EE | $4,849 | $4,714+2.9% | $4,084+18.7% | $6,507-25.5% |
| Admin fee / account holder | $3,590 | $10,433-65.6% | $8,777-59.1% | $12,624-71.6% |