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 8-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 | $115,432 | $124,425-7.2% | $112,040+3.0% | $137,256-15.9% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.5%-6.5pp | 80.0%-10.0pp |
| Annual return | 15.83% | 24.72%-8.9pp | 24.52%-8.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3,418 | $3,411+0.2% | $2,954+15.7% | $4,156-17.8% |
| Participant deferral / active EE | $6,722 | $5,718+17.6% | $5,098+31.9% | $6,407+4.9% |
| Admin fee / account holder | $10,916 | $15,207-28.2% | $12,098-9.8% | $12,270-11.0% |