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 | $37,433 | $49,177-23.9% | $79,464-52.9% | $64,186-41.7% |
| Participation rate | 95.7% | 65.0%+30.6pp | 73.3%+22.3pp | 69.6%+26.1pp |
| Annual return | 9.57% | -1.16%+10.7pp | 718.14%-708.6pp | 7.63%+1.9pp |
| Employer contribution / active EE | $2,951 | $2,076+42.1% | $2,800+5.4% | $2,381+24.0% |
| Participant deferral / active EE | $2,717 | $2,821-3.7% | $3,704-26.6% | $3,470-21.7% |
| Admin fee / account holder | $9,842 | $3,839+156.4% | $5,113+92.5% | $4,888+101.3% |