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 | $77,364 | $93,571-17.3% | $135,903-43.1% | $75,163+2.9% |
| Participation rate | 90.0% | 75.2%+14.8pp | 81.9%+8.1pp | 67.2%+22.8pp |
| Annual return | 19.36% | 30.90%-11.5pp | 68.23%-48.9pp | 160.62%-141.3pp |
| Employer contribution / active EE | $3,924 | $3,537+10.9% | $4,856-19.2% | $2,670+47.0% |
| Participant deferral / active EE | $9,959 | $6,404+55.5% | $7,758+28.4% | $4,125+141.4% |
| Admin fee / account holder | $10,625 | $6,975+52.3% | $10,762-1.3% | $5,651+88.0% |