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 | $75,532 | $114,381-34.0% | $107,525-29.8% | $142,382-47.0% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.1%+19.0pp | 80.1%+14.0pp |
| Annual return | 12.28% | 242.71%-230.4pp | 181.32%-169.0pp | 217.08%-204.8pp |
| Employer contribution / active EE | $4,476 | $4,015+11.5% | $3,754+19.3% | $4,299+4.1% |
| Participant deferral / active EE | $3,463 | $5,564-37.8% | $5,116-32.3% | $6,507-46.8% |
| Admin fee / account holder | $8,847 | $9,860-10.3% | $8,919-0.8% | $12,624-29.9% |