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 | $30,615 | $90,503-66.2% | $78,689-61.1% | $273,961-88.8% |
| Participation rate | 78.3% | 76.5%+1.7pp | 73.6%+4.7pp | 83.0%-4.8pp |
| Annual return | 6.77% | 75.60%-68.8pp | 62.18%-55.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $465 | $3,176-85.4% | $2,851-83.7% | $4,869-90.5% |
| Participant deferral / active EE | $2,835 | $3,901-27.3% | $3,517-19.4% | $5,287-46.4% |
| Admin fee / account holder | $1,013 | $5,263-80.8% | $4,510-77.6% | $10,132-90.0% |