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 9-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 | $75,776 | $57,590+31.6% | $86,233-12.1% | $82,448-8.1% |
| Participation rate | 89.7% | 57.9%+31.8pp | 69.0%+20.7pp | 68.1%+21.6pp |
| Annual return | 18.85% | 22.41%-3.6pp | 61.39%-42.5pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,699 | $1,655+2.6% | $2,504-32.2% | $2,551-33.4% |
| Participant deferral / active EE | $3,274 | $3,080+6.3% | $4,559-28.2% | $4,139-20.9% |
| Admin fee / account holder | $2,526 | $4,730-46.6% | $8,342-69.7% | $7,234-65.1% |