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 | $95,145 | $94,625+0.5% | $116,228-18.1% | $84,808+12.2% |
| Participation rate | 96.0% | 70.4%+25.6pp | 74.6%+21.4pp | 68.3%+27.7pp |
| Annual return | 13.75% | 20.40%-6.7pp | 90.06%-76.3pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,183 | $2,347-7.0% | $2,994-27.1% | $2,631-17.0% |
| Participant deferral / active EE | $3,645 | $3,972-8.2% | $4,953-26.4% | $4,212-13.5% |
| Admin fee / account holder | $4,782 | $10,091-52.6% | $11,989-60.1% | $7,344-34.9% |