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 | $165,763 | $109,413+51.5% | $156,263+6.1% | $84,808+95.5% |
| Participation rate | 72.0% | 72.7%-0.7pp | 78.9%-6.9pp | 68.3%+3.7pp |
| Annual return | 15.91% | 20.18%-4.3pp | 59.47%-43.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,498 | $2,907-48.5% | $4,333-65.4% | $2,631-43.1% |
| Participant deferral / active EE | $7,844 | $4,590+70.9% | $6,158+27.4% | $4,212+86.2% |
| Admin fee / account holder | $3,822 | $9,357-59.2% | $14,255-73.2% | $7,344-48.0% |