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 | $20,504 | $77,634-73.6% | $156,549-86.9% | $62,891-67.4% |
| Participation rate | 88.5% | 71.2%+17.3pp | 84.0%+4.4pp | 69.3%+19.2pp |
| Annual return | 7.59% | 50.32%-42.7pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $4,081 | $3,444+18.5% | $5,501-25.8% | $2,281+78.9% |
| Participant deferral / active EE | $6,367 | $3,045+109.1% | $4,871+30.7% | $3,203+98.8% |
| Admin fee / account holder | $4,235 | $5,561-23.8% | $13,027-67.5% | $4,296-1.4% |