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 | $38,404 | $56,897-32.5% | $84,750-54.7% | $62,891-38.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.45% | 6.30%+1.1pp | 22.78%-15.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,298 | $2,400-4.3% | $3,574-35.7% | $2,281+0.7% |
| Participant deferral / active EE | $5,111 | $2,709+88.7% | $3,712+37.7% | $3,203+59.6% |
| Admin fee / account holder | $2,537 | $3,581-29.1% | $5,332-52.4% | $4,296-40.9% |