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 | $139,521 | $72,492+92.5% | $87,100+60.2% | $72,985+91.2% |
| Participation rate | 72.2% | 72.8%-0.6pp | 76.9%-4.6pp | 69.5%+2.7pp |
| Annual return | 16.58% | 24.46%-7.9pp | 28.19%-11.6pp | 81.00%-64.4pp |
| Employer contribution / active EE | $1,563 | $1,894-17.5% | $2,521-38.0% | $2,440-35.9% |
| Participant deferral / active EE | $4,087 | $3,270+25.0% | $4,049+1.0% | $3,607+13.3% |
| Admin fee / account holder | $6,745 | $5,055+33.4% | $7,497-10.0% | $5,124+31.6% |