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 | $98,758 | $109,881-10.1% | $150,045-34.2% | $84,808+16.4% |
| Participation rate | 90.2% | 76.1%+14.2pp | 82.3%+7.9pp | 68.3%+21.9pp |
| Annual return | 14.47% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $3,685 | $3,561+3.5% | $4,693-21.5% | $2,631+40.1% |
| Participant deferral / active EE | $6,469 | $6,636-2.5% | $7,997-19.1% | $4,212+53.6% |
| Admin fee / account holder | $5,950 | $8,568-30.6% | $13,435-55.7% | $7,344-19.0% |