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 | $12,600 | $40,256-68.7% | $57,343-78.0% | $59,632-78.9% |
| Participation rate | 97.4% | 69.2%+28.3pp | 75.1%+22.3pp | 68.7%+28.8pp |
| Annual return | 0.45% | 27.49%-27.0pp | 24.39%-23.9pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $1,971 | $1,922+2.6% | $2,689-26.7% | $2,203-10.5% |
| Participant deferral / active EE | $2,545 | $2,399+6.1% | $3,162-19.5% | $3,192-20.3% |
| Admin fee / account holder | $4,760 | $2,818+68.9% | $3,356+41.8% | $4,297+10.8% |