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 | $23,885 | $80,717-70.4% | $154,803-84.6% | $84,808-71.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.36% | 37.96%-23.6pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,058 | $2,761-61.7% | $4,305-75.4% | $2,631-59.8% |
| Participant deferral / active EE | $1,729 | $3,303-47.7% | $5,540-68.8% | $4,212-59.0% |
| Admin fee / account holder | $3,182 | $6,746-52.8% | $14,329-77.8% | $7,344-56.7% |