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 | $25,904 | $90,503-71.4% | $78,689-67.1% | $273,961-90.5% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 5.85% | 75.60%-69.8pp | 62.18%-56.3pp | 41.45%-35.6pp |
| Employer contribution / active EE | $570 | $3,176-82.1% | $2,851-80.0% | $4,869-88.3% |
| Participant deferral / active EE | $2,224 | $3,901-43.0% | $3,517-36.8% | $5,287-57.9% |
| Admin fee / account holder | $411 | $5,263-92.2% | $4,510-90.9% | $10,132-95.9% |