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 | $32,179 | $76,552-58.0% | $123,892-74.0% | $62,891-48.8% |
| Participation rate | 76.6% | 73.0%+3.6pp | 81.4%-4.8pp | 69.3%+7.3pp |
| Annual return | 8.81% | 18.68%-9.9pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $2,608 | $2,883-9.5% | $4,617-43.5% | $2,281+14.3% |
| Participant deferral / active EE | $4,972 | $4,840+2.7% | $5,984-16.9% | $3,203+55.2% |
| Admin fee / account holder | $1,495 | $4,826-69.0% | $8,357-82.1% | $4,296-65.2% |