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 | $20,614 | $57,354-64.1% | $83,848-75.4% | $64,186-67.9% |
| Participation rate | 87.5% | 68.6%+18.9pp | 76.1%+11.4pp | 69.6%+17.9pp |
| Annual return | 5.70% | 11.38%-5.7pp | 850.88%-845.2pp | 7.63%-1.9pp |
| Employer contribution / active EE | $2,350 | $2,545-7.7% | $3,631-35.3% | $2,381-1.3% |
| Participant deferral / active EE | $5,703 | $2,993+90.5% | $4,082+39.7% | $3,470+64.4% |
| Admin fee / account holder | $893 | $4,046-77.9% | $5,478-83.7% | $4,888-81.7% |