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 | $82,128 | $58,523+40.3% | $99,443-17.4% | $72,985+12.5% |
| Participation rate | 70.0% | 64.6%+5.4pp | 73.8%-3.8pp | 69.5%+0.5pp |
| Annual return | 30.05% | 28.51%+1.5pp | 30.72%-0.7pp | 81.00%-51.0pp |
| Employer contribution / active EE | $2,692 | $1,512+78.0% | $2,540+6.0% | $2,440+10.3% |
| Participant deferral / active EE | $5,842 | $2,606+124.2% | $3,619+61.4% | $3,607+61.9% |
| Admin fee / account holder | $3,658 | $4,102-10.8% | $6,250-41.5% | $5,124-28.6% |