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 | $66,063 | $95,803-31.0% | $113,168-41.6% | $84,808-22.1% |
| Participation rate | 98.3% | 72.9%+25.4pp | 76.6%+21.7pp | 68.3%+30.0pp |
| Annual return | 26.12% | 25.00%+1.1pp | 24.27%+1.8pp | 40.90%-14.8pp |
| Employer contribution / active EE | $2,160 | $2,360-8.5% | $2,975-27.4% | $2,631-17.9% |
| Participant deferral / active EE | $6,603 | $4,242+55.7% | $5,107+29.3% | $4,212+56.8% |
| Admin fee / account holder | $5,289 | $8,989-41.2% | $12,068-56.2% | $7,344-28.0% |