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 | $65,686 | $65,365+0.5% | $92,893-29.3% | $72,985-10.0% |
| Participation rate | 95.1% | 68.3%+26.8pp | 76.0%+19.1pp | 69.5%+25.6pp |
| Annual return | 20.49% | 42.10%-21.6pp | 109.41%-88.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $2,768 | $2,594+6.7% | $3,653-24.2% | $2,440+13.5% |
| Participant deferral / active EE | $2,590 | $3,128-17.2% | $4,236-38.9% | $3,607-28.2% |
| Admin fee / account holder | $3,602 | $4,251-15.3% | $5,794-37.8% | $5,124-29.7% |