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 | $69,443 | $83,477-16.8% | $125,175-44.5% | $72,985-4.9% |
| Participation rate | 97.5% | 73.3%+24.2pp | 79.8%+17.7pp | 69.5%+28.0pp |
| Annual return | 22.82% | 25.78%-3.0pp | 43.79%-21.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $2,446 | $2,345+4.3% | $3,865-36.7% | $2,440+0.2% |
| Participant deferral / active EE | $4,671 | $3,585+30.3% | $4,937-5.4% | $3,607+29.5% |
| Admin fee / account holder | $7,496 | $5,517+35.9% | $9,702-22.7% | $5,124+46.3% |