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 | $57,414 | $47,944+19.8% | $67,834-15.4% | $62,891-8.7% |
| Participation rate | 71.1% | 61.1%+10.1pp | 68.8%+2.3pp | 69.3%+1.8pp |
| Annual return | 7.02% | 11.77%-4.7pp | 138.47%-131.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $431 | $1,562-72.4% | $2,403-82.1% | $2,281-81.1% |
| Participant deferral / active EE | $4,324 | $2,247+92.4% | $3,160+36.8% | $3,203+35.0% |
| Admin fee / account holder | $4,548 | $3,712+22.5% | $4,622-1.6% | $4,296+5.9% |