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 | $15,858 | $53,018-70.1% | $70,014-77.3% | $62,891-74.8% |
| Participation rate | 80.0% | 67.2%+12.8pp | 71.8%+8.2pp | 69.3%+10.7pp |
| Annual return | 5.25% | 13.35%-8.1pp | 12.99%-7.7pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,588 | $1,799-11.7% | $2,338-32.1% | $2,281-30.4% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $698 | $3,690-81.1% | $4,380-84.1% | $4,296-83.8% |