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 | $72,180 | $78,422-8.0% | $95,952-24.8% | $79,858-9.6% |
| Participation rate | 78.6% | 73.5%+5.1pp | 77.1%+1.5pp | 69.6%+8.9pp |
| Annual return | 16.43% | 19.37%-2.9pp | 91.61%-75.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,915 | $1,945+49.9% | $2,541+14.7% | $2,471+18.0% |
| Participant deferral / active EE | $4,994 | $3,440+45.2% | $4,167+19.8% | $3,740+33.5% |
| Admin fee / account holder | $1,769 | $5,622-68.5% | $6,795-74.0% | $5,306-66.7% |