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 | $58,887 | $80,717-27.0% | $154,803-62.0% | $84,808-30.6% |
| Participation rate | 72.5% | 66.8%+5.7pp | 78.1%-5.6pp | 68.3%+4.2pp |
| Annual return | 14.61% | 37.96%-23.3pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,922 | $2,761-30.4% | $4,305-55.4% | $2,631-27.0% |
| Participant deferral / active EE | $3,652 | $3,303+10.6% | $5,540-34.1% | $4,212-13.3% |
| Admin fee / account holder | $6,497 | $6,746-3.7% | $14,329-54.7% | $7,344-11.5% |