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 | $77,801 | $78,422-0.8% | $95,952-18.9% | $79,858-2.6% |
| Participation rate | 90.1% | 73.5%+16.7pp | 77.1%+13.1pp | 69.6%+20.5pp |
| Annual return | 21.77% | 19.37%+2.4pp | 91.61%-69.8pp | 31.71%-9.9pp |
| Employer contribution / active EE | $2,789 | $1,945+43.4% | $2,541+9.8% | $2,471+12.9% |
| Participant deferral / active EE | $3,414 | $3,440-0.7% | $4,167-18.1% | $3,740-8.7% |
| Admin fee / account holder | $7,158 | $5,622+27.3% | $6,795+5.3% | $5,306+34.9% |