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 7-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 | $88,690 | $73,933+20.0% | $96,683-8.3% | $75,163+18.0% |
| Participation rate | 71.0% | 66.4%+4.5pp | 74.3%-3.4pp | 67.2%+3.8pp |
| Annual return | 15.71% | 26.70%-11.0pp | 35.69%-20.0pp | 160.62%-144.9pp |
| Employer contribution / active EE | $3,348 | $2,928+14.4% | $3,737-10.4% | $2,670+25.4% |
| Participant deferral / active EE | $5,591 | $3,659+52.8% | $4,878+14.6% | $4,125+35.5% |
| Admin fee / account holder | $5,131 | $5,216-1.6% | $6,730-23.8% | $5,651-9.2% |