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 9-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 | $75,778 | $114,381-33.7% | $107,525-29.5% | $142,382-46.8% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 21.06% | 242.71%-221.6pp | 181.32%-160.3pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,854 | $4,015-4.0% | $3,754+2.7% | $4,299-10.4% |
| Participant deferral / active EE | $6,801 | $5,564+22.2% | $5,116+32.9% | $6,507+4.5% |
| Admin fee / account holder | $4,443 | $9,860-54.9% | $8,919-50.2% | $12,624-64.8% |