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 | $27,183 | $81,248-66.5% | $155,509-82.5% | $80,856-66.4% |
| Participation rate | 79.3% | 66.2%+13.1pp | 78.2%+1.1pp | 67.6%+11.7pp |
| Annual return | 14.92% | 33.31%-18.4pp | 64.67%-49.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,444 | $3,100-21.2% | $4,672-47.7% | $2,755-11.3% |
| Participant deferral / active EE | $5,056 | $3,452+46.5% | $5,626-10.1% | $4,296+17.7% |
| Admin fee / account holder | $6,539 | $7,997-18.2% | $15,912-58.9% | $6,918-5.5% |