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 8-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 | $119,849 | $109,881+9.1% | $150,045-20.1% | $84,808+41.3% |
| Participation rate | 73.6% | 76.1%-2.5pp | 82.3%-8.8pp | 68.3%+5.3pp |
| Annual return | 19.36% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $4,736 | $3,561+33.0% | $4,693+0.9% | $2,631+80.0% |
| Participant deferral / active EE | $8,099 | $6,636+22.1% | $7,997+1.3% | $4,212+92.3% |
| Admin fee / account holder | $1,941 | $8,568-77.3% | $13,435-85.6% | $7,344-73.6% |