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 | $22,028 | $52,580-58.1% | $71,671-69.3% | $70,131-68.6% |
| Participation rate | 75.9% | 60.9%+15.0pp | 68.7%+7.1pp | 69.5%+6.3pp |
| Annual return | 15.48% | 20.25%-4.8pp | 20.65%-5.2pp | 73.14%-57.7pp |
| Employer contribution / active EE | $304 | $1,616-81.2% | $2,460-87.7% | $2,342-87.0% |
| Participant deferral / active EE | $1,679 | $2,386-29.6% | $3,438-51.1% | $3,332-49.6% |
| Admin fee / account holder | $560 | $3,653-84.7% | $5,558-89.9% | $4,645-87.9% |