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 9-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 | $24,000 | $88,707-72.9% | $74,183-67.6% | $273,961-91.2% |
| Participation rate | 76.2% | 79.4%-3.3pp | 76.6%-0.4pp | 83.0%-6.8pp |
| Annual return | 4.22% | 11.94%-7.7pp | 17.74%-13.5pp | 41.45%-37.2pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,368 | $4,212-67.5% | $3,550-61.5% | $5,287-74.1% |
| Admin fee / account holder | $9,429 | $8,717+8.2% | $5,586+68.8% | $10,132-6.9% |