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 | $21,778 | $45,073-51.7% | $69,455-68.6% | $72,985-70.2% |
| Participation rate | 96.6% | 68.5%+28.1pp | 74.6%+21.9pp | 69.5%+27.1pp |
| Annual return | 18.99% | 22.65%-3.7pp | 28.97%-10.0pp | 81.00%-62.0pp |
| Employer contribution / active EE | $2,294 | $2,054+11.7% | $2,779-17.5% | $2,440-6.0% |
| Participant deferral / active EE | $2,294 | $2,602-11.8% | $3,535-35.1% | $3,607-36.4% |
| Admin fee / account holder | $2,135 | $3,056-30.1% | $3,839-44.4% | $5,124-58.3% |