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 | $71,851 | $91,538-21.5% | $129,995-44.7% | $75,163-4.4% |
| Participation rate | 77.9% | 71.4%+6.5pp | 78.5%-0.6pp | 67.2%+10.7pp |
| Annual return | 15.77% | -631.11%+646.9pp | -137.18%+152.9pp | 160.62%-144.8pp |
| Employer contribution / active EE | $3,073 | $2,845+8.0% | $4,320-28.9% | $2,670+15.1% |
| Participant deferral / active EE | $5,030 | $4,341+15.9% | $5,820-13.6% | $4,125+21.9% |
| Admin fee / account holder | $2,185 | $6,790-67.8% | $10,614-79.4% | $5,651-61.3% |