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 7-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 | $87,761 | $100,326-12.5% | $180,183-51.3% | $84,808+3.5% |
| Participation rate | 75.7% | 71.0%+4.7pp | 77.4%-1.8pp | 68.3%+7.4pp |
| Annual return | 14.50% | 17.86%-3.4pp | 27.86%-13.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $4,686 | $3,269+43.4% | $5,039-7.0% | $2,631+78.1% |
| Participant deferral / active EE | $5,654 | $5,066+11.6% | $6,822-17.1% | $4,212+34.3% |
| Admin fee / account holder | $1,179 | $9,674-87.8% | $19,975-94.1% | $7,344-83.9% |