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 7-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 | $28,721 | $73,933-61.2% | $96,683-70.3% | $75,163-61.8% |
| Participation rate | 91.5% | 66.4%+25.1pp | 74.3%+17.1pp | 67.2%+24.3pp |
| Annual return | 19.49% | 26.70%-7.2pp | 35.69%-16.2pp | 160.62%-141.1pp |
| Employer contribution / active EE | $3,118 | $2,928+6.5% | $3,737-16.6% | $2,670+16.8% |
| Participant deferral / active EE | $6,678 | $3,659+82.5% | $4,878+36.9% | $4,125+61.9% |
| Admin fee / account holder | $2,087 | $5,216-60.0% | $6,730-69.0% | $5,651-63.1% |