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 | $23,911 | $90,503-73.6% | $78,689-69.6% | $273,961-91.3% |
| Participation rate | 93.3% | 76.5%+16.8pp | 73.6%+19.8pp | 83.0%+10.3pp |
| Annual return | 7.65% | 75.60%-67.9pp | 62.18%-54.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,013 | $3,176-36.6% | $2,851-29.4% | $4,869-58.7% |
| Participant deferral / active EE | $984 | $3,901-74.8% | $3,517-72.0% | $5,287-81.4% |
| Admin fee / account holder | $466 | $5,263-91.1% | $4,510-89.7% | $10,132-95.4% |