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 7-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 | $43,442 | $109,881-60.5% | $150,045-71.0% | $84,808-48.8% |
| Participation rate | 76.7% | 76.1%+0.6pp | 82.3%-5.6pp | 68.3%+8.4pp |
| Annual return | 18.59% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $3,007 | $3,561-15.6% | $4,693-35.9% | $2,631+14.3% |
| Participant deferral / active EE | $5,824 | $6,636-12.2% | $7,997-27.2% | $4,212+38.3% |
| Admin fee / account holder | $6,349 | $8,568-25.9% | $13,435-52.7% | $7,344-13.5% |