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 | $70,474 | $72,492-2.8% | $87,100-19.1% | $72,985-3.4% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 24.42% | 24.46%0pp | 28.19%-3.8pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,879 | $1,894-0.8% | $2,521-25.5% | $2,440-23.0% |
| Participant deferral / active EE | $4,102 | $3,270+25.5% | $4,049+1.3% | $3,607+13.7% |
| Admin fee / account holder | $2,417 | $5,055-52.2% | $7,497-67.8% | $5,124-52.8% |