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 | $106,642 | $95,803+11.3% | $113,168-5.8% | $84,808+25.7% |
| Participation rate | 73.4% | 72.9%+0.6pp | 76.6%-3.1pp | 68.3%+5.1pp |
| Annual return | 13.48% | 25.00%-11.5pp | 24.27%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,739 | $2,360+16.1% | $2,975-7.9% | $2,631+4.1% |
| Participant deferral / active EE | $3,544 | $4,242-16.5% | $5,107-30.6% | $4,212-15.8% |
| Admin fee / account holder | $8,631 | $8,989-4.0% | $12,068-28.5% | $7,344+17.5% |