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 | $69,260 | $83,477-17.0% | $125,175-44.7% | $72,985-5.1% |
| Participation rate | 97.5% | 73.3%+24.2pp | 79.8%+17.7pp | 69.5%+28.0pp |
| Annual return | 20.41% | 25.78%-5.4pp | 43.79%-23.4pp | 81.00%-60.6pp |
| Employer contribution / active EE | $2,364 | $2,345+0.8% | $3,865-38.9% | $2,440-3.1% |
| Participant deferral / active EE | $3,444 | $3,585-3.9% | $4,937-30.2% | $3,607-4.5% |
| Admin fee / account holder | $11,737 | $5,517+112.7% | $9,702+21.0% | $5,124+129.0% |