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 | $126,813 | $109,881+15.4% | $150,045-15.5% | $84,808+49.5% |
| Participation rate | 75.7% | 76.1%-0.4pp | 82.3%-6.6pp | 68.3%+7.4pp |
| Annual return | 14.78% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,639 | $3,561-25.9% | $4,693-43.8% | $2,631+0.3% |
| Participant deferral / active EE | $6,565 | $6,636-1.1% | $7,997-17.9% | $4,212+55.9% |
| Admin fee / account holder | $15,446 | $8,568+80.3% | $13,435+15.0% | $7,344+110.3% |