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 | $34,580 | $80,717-57.2% | $154,803-77.7% | $84,808-59.2% |
| Participation rate | 76.9% | 66.8%+10.1pp | 78.1%-1.1pp | 68.3%+8.6pp |
| Annual return | 14.03% | 37.96%-23.9pp | 58.88%-44.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,362 | $2,761-50.7% | $4,305-68.4% | $2,631-48.2% |
| Participant deferral / active EE | $4,403 | $3,303+33.3% | $5,540-20.5% | $4,212+4.6% |
| Admin fee / account holder | $6,492 | $6,746-3.8% | $14,329-54.7% | $7,344-11.6% |