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 | $29,610 | $96,557-69.3% | $80,975-63.4% | $273,961-89.2% |
| Participation rate | 70.6% | 79.1%-8.5pp | 75.8%-5.2pp | 83.0%-12.4pp |
| Annual return | 8.11% | 15.14%-7.0pp | 17.10%-9.0pp | 41.45%-33.3pp |
| Employer contribution / active EE | $2,887 | $4,868-40.7% | $3,714-22.3% | $4,869-40.7% |
| Participant deferral / active EE | $6,394 | $6,598-3.1% | $5,696+12.2% | $5,287+20.9% |
| Admin fee / account holder | $1,800 | $7,492-76.0% | $5,516-67.4% | $10,132-82.2% |