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 | $37,969 | $41,377-8.2% | $109,313-65.3% | $62,891-39.6% |
| Participation rate | 87.5% | 57.5%+30.0pp | 71.3%+16.2pp | 69.3%+18.2pp |
| Annual return | 7.34% | 11.05%-3.7pp | 22.07%-14.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,042 | $1,276-18.4% | $3,892-73.2% | $2,281-54.3% |
| Participant deferral / active EE | $1,700 | $2,045-16.9% | $3,166-46.3% | $3,203-46.9% |
| Admin fee / account holder | $662 | $2,884-77.1% | $5,666-88.3% | $4,296-84.6% |