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 | $26,347 | $57,354-54.1% | $83,848-68.6% | $64,186-59.0% |
| Participation rate | 76.7% | 68.6%+8.1pp | 76.1%+0.5pp | 69.6%+7.1pp |
| Annual return | 11.59% | 11.38%+0.2pp | 850.88%-839.3pp | 7.63%+4.0pp |
| Employer contribution / active EE | $1,473 | $2,545-42.1% | $3,631-59.4% | $2,381-38.1% |
| Participant deferral / active EE | $1,878 | $2,993-37.3% | $4,082-54.0% | $3,470-45.9% |
| Admin fee / account holder | $2,479 | $4,046-38.7% | $5,478-54.7% | $4,888-49.3% |