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 | $33,837 | $90,503-62.6% | $78,689-57.0% | $273,961-87.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.86% | 75.60%-66.7pp | 62.18%-53.3pp | 41.45%-32.6pp |
| Employer contribution / active EE | $3,606 | $3,176+13.5% | $2,851+26.5% | $4,869-25.9% |
| Participant deferral / active EE | $5,457 | $3,901+39.9% | $3,517+55.2% | $5,287+3.2% |
| Admin fee / account holder | $2,732 | $5,263-48.1% | $4,510-39.4% | $10,132-73.0% |