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 | $143,795 | $95,803+50.1% | $113,168+27.1% | $84,808+69.6% |
| Participation rate | 76.8% | 72.9%+4.0pp | 76.6%+0.3pp | 68.3%+8.5pp |
| Annual return | 22.60% | 25.00%-2.4pp | 24.27%-1.7pp | 40.90%-18.3pp |
| Employer contribution / active EE | $2,383 | $2,360+1.0% | $2,975-19.9% | $2,631-9.4% |
| Participant deferral / active EE | $4,074 | $4,242-4.0% | $5,107-20.2% | $4,212-3.3% |
| Admin fee / account holder | $19,224 | $8,989+113.9% | $12,068+59.3% | $7,344+161.8% |