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 7-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 | $107,613 | $111,535-3.5% | $105,223+2.3% | $137,256-21.6% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 11.66% | 237.85%-226.2pp | 180.65%-169.0pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,372 | $3,939-39.8% | $3,689-35.7% | $4,156-42.9% |
| Participant deferral / active EE | $5,129 | $5,500-6.7% | $5,072+1.1% | $6,407-19.9% |
| Admin fee / account holder | $1,085 | $9,721-88.8% | $8,859-87.8% | $12,270-91.2% |