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 | $108,063 | $99,341+8.8% | $84,750+27.5% | $273,961-60.6% |
| Participation rate | 73.9% | 80.7%-6.8pp | 76.6%-2.7pp | 83.0%-9.1pp |
| Annual return | 7.56% | 22.93%-15.4pp | 22.78%-15.2pp | 41.45%-33.9pp |
| Employer contribution / active EE | $3,160 | $4,214-25.0% | $3,574-11.6% | $4,869-35.1% |
| Participant deferral / active EE | $6,684 | $4,269+56.6% | $3,712+80.1% | $5,287+26.4% |
| Admin fee / account holder | $5,839 | $6,644-12.1% | $5,332+9.5% | $10,132-42.4% |