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 | $41,998 | $46,553-9.8% | $64,056-34.4% | $75,163-44.1% |
| Participation rate | 95.5% | 65.9%+29.5pp | 72.3%+23.2pp | 67.2%+28.3pp |
| Annual return | 20.20% | 26.03%-5.8pp | 33.69%-13.5pp | 160.62%-140.4pp |
| Employer contribution / active EE | $2,711 | $1,974+37.4% | $2,747-1.3% | $2,670+1.6% |
| Participant deferral / active EE | $4,022 | $2,837+41.8% | $3,880+3.7% | $4,125-2.5% |
| Admin fee / account holder | $1,253 | $2,952-57.6% | $3,068-59.2% | $5,651-77.8% |