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 | $74,628 | $78,705-5.2% | $117,854-36.7% | $70,131+6.4% |
| Participation rate | 81.3% | 73.2%+8.1pp | 79.7%+1.6pp | 69.5%+11.7pp |
| Annual return | 12.55% | 23.30%-10.7pp | 335.08%-322.5pp | 73.14%-60.6pp |
| Employer contribution / active EE | $1,724 | $2,223-22.5% | $3,786-54.5% | $2,342-26.4% |
| Participant deferral / active EE | $2,774 | $3,297-15.9% | $4,482-38.1% | $3,332-16.7% |
| Admin fee / account holder | $2,110 | $5,065-58.3% | $8,020-73.7% | $4,645-54.6% |