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 | $15,985 | $90,503-82.3% | $78,689-79.7% | $273,961-94.2% |
| Participation rate | 76.9% | 76.5%+0.4pp | 73.6%+3.4pp | 83.0%-6.1pp |
| Annual return | 3.88% | 75.60%-71.7pp | 62.18%-58.3pp | 41.45%-37.6pp |
| Employer contribution / active EE | $1,431 | $3,176-54.9% | $2,851-49.8% | $4,869-70.6% |
| Participant deferral / active EE | $1,712 | $3,901-56.1% | $3,517-51.3% | $5,287-67.6% |
| Admin fee / account holder | $1,438 | $5,263-72.7% | $4,510-68.1% | $10,132-85.8% |