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 | $13,477 | $90,503-85.1% | $78,689-82.9% | $273,961-95.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.59% | 75.60%-69.0pp | 62.18%-55.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,106 | $3,176-65.2% | $2,851-61.2% | $4,869-77.3% |
| Participant deferral / active EE | $782 | $3,901-80.0% | $3,517-77.8% | $5,287-85.2% |
| Admin fee / account holder | $1,055 | $5,263-80.0% | $4,510-76.6% | $10,132-89.6% |