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 4-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 | $21,318 | $71,050-70.0% | $93,606-77.2% | $80,856-73.6% |
| Participation rate | 82.1% | 60.4%+21.7pp | 68.7%+13.4pp | 67.6%+14.5pp |
| Annual return | 12.60% | 11.26%+1.3pp | 133.20%-120.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,913 | $1,564+22.3% | $2,420-20.9% | $2,755-30.6% |
| Participant deferral / active EE | $4,707 | $4,034+16.7% | $4,411+6.7% | $4,296+9.6% |
| Admin fee / account holder | $1,487 | $6,945-78.6% | $8,285-82.1% | $6,918-78.5% |