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 | $73,384 | $80,968-9.4% | $96,544-24.0% | $75,163-2.4% |
| Participation rate | 94.0% | 71.8%+22.3pp | 76.0%+18.1pp | 67.2%+26.9pp |
| Annual return | 16.52% | 27.06%-10.5pp | 25.84%-9.3pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,743 | $2,282+20.2% | $2,965-7.5% | $2,670+2.8% |
| Participant deferral / active EE | $5,027 | $3,928+28.0% | $4,851+3.6% | $4,125+21.9% |
| Admin fee / account holder | $6,640 | $6,724-1.2% | $8,252-19.5% | $5,651+17.5% |