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 | $16,272 | $48,076-66.2% | $78,689-79.3% | $62,891-74.1% |
| Participation rate | 75.8% | 65.2%+10.5pp | 73.6%+2.2pp | 69.3%+6.5pp |
| Annual return | 8.25% | 31.35%-23.1pp | 62.18%-53.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,914 | $2,015+44.6% | $2,851+2.2% | $2,281+27.8% |
| Participant deferral / active EE | $4,654 | $2,588+79.9% | $3,517+32.3% | $3,203+45.3% |
| Admin fee / account holder | $5,607 | $3,207+74.8% | $4,510+24.3% | $4,296+30.5% |