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 | $116,719 | $109,413+6.7% | $156,263-25.3% | $84,808+37.6% |
| Participation rate | 78.8% | 72.7%+6.2pp | 78.9%-0.1pp | 68.3%+10.5pp |
| Annual return | 13.10% | 20.18%-7.1pp | 59.47%-46.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,991 | $2,907-31.5% | $4,333-54.1% | $2,631-24.3% |
| Participant deferral / active EE | $3,996 | $4,590-12.9% | $6,158-35.1% | $4,212-5.1% |
| Admin fee / account holder | $6,095 | $9,357-34.9% | $14,255-57.2% | $7,344-17.0% |