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 | $18,559 | $57,065-67.5% | $75,670-75.5% | $70,131-73.5% |
| Participation rate | 85.7% | 68.1%+17.6pp | 72.3%+13.4pp | 69.5%+16.2pp |
| Annual return | 16.79% | 23.57%-6.8pp | 27.34%-10.6pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,030 | $1,817-43.3% | $2,352-56.2% | $2,342-56.0% |
| Participant deferral / active EE | $1,436 | $2,580-44.3% | $3,142-54.3% | $3,332-56.9% |
| Admin fee / account holder | $3,177 | $3,825-17.0% | $5,800-45.2% | $4,645-31.6% |