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 | $145,910 | $135,952+7.3% | $123,892+17.8% | $273,961-46.7% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 10.45% | 56.63%-46.2pp | 47.52%-37.1pp | 41.45%-31.0pp |
| Employer contribution / active EE | $2,232 | $5,170-56.8% | $4,617-51.7% | $4,869-54.2% |
| Participant deferral / active EE | $9,790 | $6,343+54.3% | $5,984+63.6% | $5,287+85.2% |
| Admin fee / account holder | $42,130 | $9,817+329.1% | $8,357+404.1% | $10,132+315.8% |