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 | $91,939 | $74,888+22.8% | $71,209+29.1% | $142,382-35.4% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.1%-7.4pp |
| Annual return | 20.93% | 345.14%-324.2pp | 282.51%-261.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $3,304 | $2,854+15.7% | $2,721+21.4% | $4,299-23.2% |
| Participant deferral / active EE | $4,027 | $4,454-9.6% | $4,175-3.5% | $6,507-38.1% |
| Admin fee / account holder | $8,996 | $5,568+61.6% | $5,349+68.2% | $12,624-28.7% |