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 | $32,983 | $56,897-42.0% | $84,750-61.1% | $62,891-47.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.88% | 6.30%+1.6pp | 22.78%-14.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $678 | $2,400-71.7% | $3,574-81.0% | $2,281-70.3% |
| Participant deferral / active EE | $2,923 | $2,709+7.9% | $3,712-21.2% | $3,203-8.7% |
| Admin fee / account holder | $2,714 | $3,581-24.2% | $5,332-49.1% | $4,296-36.8% |