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 | $68,259 | $73,933-7.7% | $96,683-29.4% | $75,163-9.2% |
| Participation rate | 93.3% | 66.4%+26.9pp | 74.3%+19.0pp | 67.2%+26.1pp |
| Annual return | 17.29% | 26.70%-9.4pp | 35.69%-18.4pp | 160.62%-143.3pp |
| Employer contribution / active EE | $3,382 | $2,928+15.5% | $3,737-9.5% | $2,670+26.7% |
| Participant deferral / active EE | $9,245 | $3,659+152.7% | $4,878+89.5% | $4,125+124.1% |
| Admin fee / account holder | $6,029 | $5,216+15.6% | $6,730-10.4% | $5,651+6.7% |