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 | $104,388 | $81,460+28.1% | $103,333+1.0% | $80,856+29.1% |
| Participation rate | 72.5% | 66.8%+5.7pp | 74.5%-2.0pp | 67.6%+4.9pp |
| Annual return | 18.32% | 25.55%-7.2pp | 24.88%-6.6pp | 35.59%-17.3pp |
| Employer contribution / active EE | $2,745 | $3,105-11.6% | $3,868-29.0% | $2,755-0.4% |
| Participant deferral / active EE | $5,285 | $3,869+36.6% | $5,057+4.5% | $4,296+23.0% |
| Admin fee / account holder | $2,051 | $6,566-68.8% | $8,355-75.5% | $6,918-70.4% |