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 | $27,234 | $85,766-68.2% | $136,294-80.0% | $70,131-61.2% |
| Participation rate | 78.8% | 74.2%+4.7pp | 81.9%-3.1pp | 69.5%+9.3pp |
| Annual return | 16.75% | 31.45%-14.7pp | 5155.94%-5139.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,663 | $2,966-43.9% | $4,695-64.6% | $2,342-29.0% |
| Participant deferral / active EE | $3,086 | $5,051-38.9% | $6,247-50.6% | $3,332-7.4% |
| Admin fee / account holder | $1,308 | $5,420-75.9% | $9,243-85.9% | $4,645-71.8% |