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 | $28,918 | $90,503-68.0% | $78,689-63.3% | $273,961-89.4% |
| Participation rate | 92.9% | 76.5%+16.3pp | 73.6%+19.3pp | 83.0%+9.8pp |
| Annual return | 5.04% | 75.60%-70.6pp | 62.18%-57.1pp | 41.45%-36.4pp |
| Employer contribution / active EE | $6,525 | $3,176+105.5% | $2,851+128.9% | $4,869+34.0% |
| Participant deferral / active EE | $3,224 | $3,901-17.4% | $3,517-8.3% | $5,287-39.0% |
| Admin fee / account holder | $17,003 | $5,263+223.1% | $4,510+277.0% | $10,132+67.8% |