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 | $13,537 | $90,503-85.0% | $78,689-82.8% | $273,961-95.1% |
| Participation rate | 93.8% | 76.5%+17.2pp | 73.6%+20.2pp | 83.0%+10.7pp |
| Annual return | 5.40% | 75.60%-70.2pp | 62.18%-56.8pp | 41.45%-36.1pp |
| Employer contribution / active EE | $5,360 | $3,176+68.8% | $2,851+88.0% | $4,869+10.1% |
| Participant deferral / active EE | $1,916 | $3,901-50.9% | $3,517-45.5% | $5,287-63.8% |
| Admin fee / account holder | $4,388 | $5,263-16.6% | $4,510-2.7% | $10,132-56.7% |