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 | $16,168 | $35,183-54.0% | $73,545-78.0% | $70,131-76.9% |
| Participation rate | 76.5% | 42.9%+33.6pp | 54.9%+21.6pp | 69.5%+7.0pp |
| Annual return | 15.89% | 26.90%-11.0pp | -15.16%+31.1pp | 73.14%-57.2pp |
| Employer contribution / active EE | $126 | $709-82.3% | $1,219-89.7% | $2,342-94.6% |
| Participant deferral / active EE | $1,531 | $1,220+25.5% | $1,806-15.2% | $3,332-54.0% |
| Admin fee / account holder | $6,132 | $2,302+166.4% | $2,320+164.4% | $4,645+32.0% |