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 | $94,969 | $80,968+17.3% | $96,544-1.6% | $75,163+26.4% |
| Participation rate | 77.6% | 71.8%+5.8pp | 76.0%+1.6pp | 67.2%+10.4pp |
| Annual return | 16.42% | 27.06%-10.6pp | 25.84%-9.4pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,379 | $2,282+4.3% | $2,965-19.8% | $2,670-10.9% |
| Participant deferral / active EE | $6,384 | $3,928+62.5% | $4,851+31.6% | $4,125+54.8% |
| Admin fee / account holder | $5,875 | $6,724-12.6% | $8,252-28.8% | $5,651+4.0% |