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 | $71,858 | $78,422-8.4% | $95,952-25.1% | $79,858-10.0% |
| Participation rate | 96.7% | 73.5%+23.2pp | 77.1%+19.6pp | 69.6%+27.1pp |
| Annual return | 13.03% | 19.37%-6.3pp | 91.61%-78.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,116 | $1,945+8.8% | $2,541-16.7% | $2,471-14.4% |
| Participant deferral / active EE | $4,240 | $3,440+23.3% | $4,167+1.7% | $3,740+13.4% |
| Admin fee / account holder | $7,140 | $5,622+27.0% | $6,795+5.1% | $5,306+34.5% |