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 | $60,107 | $95,803-37.3% | $113,168-46.9% | $84,808-29.1% |
| Participation rate | 80.0% | 72.9%+7.1pp | 76.6%+3.4pp | 68.3%+11.7pp |
| Annual return | 13.10% | 25.00%-11.9pp | 24.27%-11.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,316 | $2,360-44.2% | $2,975-55.8% | $2,631-50.0% |
| Participant deferral / active EE | $5,330 | $4,242+25.6% | $5,107+4.4% | $4,212+26.6% |
| Admin fee / account holder | $18,679 | $8,989+107.8% | $12,068+54.8% | $7,344+154.4% |