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 | $29,082 | $85,766-66.1% | $136,294-78.7% | $70,131-58.5% |
| Participation rate | 80.6% | 74.2%+6.5pp | 81.9%-1.3pp | 69.5%+11.1pp |
| Annual return | 18.33% | 31.45%-13.1pp | 5155.94%-5137.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $575 | $2,966-80.6% | $4,695-87.8% | $2,342-75.5% |
| Participant deferral / active EE | $2,333 | $5,051-53.8% | $6,247-62.7% | $3,332-30.0% |
| Admin fee / account holder | $1,437 | $5,420-73.5% | $9,243-84.4% | $4,645-69.1% |