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 | $96,058 | $106,749-10.0% | $145,433-34.0% | $82,448+16.5% |
| Participation rate | 80.0% | 75.6%+4.4pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 18.89% | 27.59%-8.7pp | 66.58%-47.7pp | 41.64%-22.7pp |
| Employer contribution / active EE | $3,718 | $3,444+7.9% | $4,554-18.4% | $2,551+45.7% |
| Participant deferral / active EE | $8,149 | $6,519+25.0% | $7,897+3.2% | $4,139+96.9% |
| Admin fee / account holder | $2,401 | $8,390-71.4% | $13,129-81.7% | $7,234-66.8% |