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 8-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 | $57,643 | $114,381-49.6% | $107,525-46.4% | $142,382-59.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 14.26% | 242.71%-228.4pp | 181.32%-167.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $4,107 | $4,015+2.3% | $3,754+9.4% | $4,299-4.5% |
| Participant deferral / active EE | $7,685 | $5,564+38.1% | $5,116+50.2% | $6,507+18.1% |
| Admin fee / account holder | $17,633 | $9,860+78.8% | $8,919+97.7% | $12,624+39.7% |