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 | $75,497 | $80,717-6.5% | $154,803-51.2% | $84,808-11.0% |
| Participation rate | 73.5% | 66.8%+6.7pp | 78.1%-4.5pp | 68.3%+5.2pp |
| Annual return | 16.50% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,054 | $2,761+10.6% | $4,305-29.1% | $2,631+16.1% |
| Participant deferral / active EE | $6,004 | $3,303+81.8% | $5,540+8.4% | $4,212+42.6% |
| Admin fee / account holder | $2,731 | $6,746-59.5% | $14,329-80.9% | $7,344-62.8% |