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 | $63,308 | $90,503-30.0% | $78,689-19.5% | $273,961-76.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.19% | 75.60%-70.4pp | 62.18%-57.0pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,072 | $3,176-66.2% | $2,851-62.4% | $4,869-78.0% |
| Participant deferral / active EE | $2,500 | $3,901-35.9% | $3,517-28.9% | $5,287-52.7% |
| Admin fee / account holder | $576 | $5,263-89.1% | $4,510-87.2% | $10,132-94.3% |