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 | $75,549 | $106,584-29.1% | $101,326-25.4% | $142,382-46.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.06% | 36.93%-23.9pp | 36.82%-23.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $4,079 | $3,956+3.1% | $3,665+11.3% | $4,299-5.1% |
| Participant deferral / active EE | $3,230 | $8,297-61.1% | $7,994-59.6% | $6,507-50.4% |
| Admin fee / account holder | $40,906 | $11,446+257.4% | $11,185+265.7% | $12,624+224.0% |