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 6-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 | $102,460 | $127,065-19.4% | $113,168-9.5% | $142,382-28.0% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 13.10% | 24.03%-10.9pp | 24.27%-11.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,003 | $3,442-12.8% | $2,975+0.9% | $4,299-30.2% |
| Participant deferral / active EE | $15,422 | $5,716+169.8% | $5,107+202.0% | $6,507+137.0% |
| Admin fee / account holder | $76,609 | $15,736+386.8% | $12,068+534.8% | $12,624+506.9% |