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 | $26,637 | $61,774-56.9% | $97,226-72.6% | $80,856-67.1% |
| Participation rate | 93.8% | 63.5%+30.3pp | 72.7%+21.2pp | 67.6%+26.2pp |
| Annual return | 18.65% | -557.90%+576.5pp | 75.13%-56.5pp | 35.59%-16.9pp |
| Employer contribution / active EE | $1,262 | $1,837-31.3% | $2,729-53.7% | $2,755-54.2% |
| Participant deferral / active EE | $4,360 | $3,029+44.0% | $4,264+2.3% | $4,296+1.5% |
| Admin fee / account holder | $1,560 | $5,166-69.8% | $5,654-72.4% | $6,918-77.5% |