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 | $28,097 | $80,717-65.2% | $154,803-81.9% | $84,808-66.9% |
| Participation rate | 70.0% | 66.8%+3.2pp | 78.1%-8.1pp | 68.3%+1.7pp |
| Annual return | 14.78% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,679 | $2,761-39.2% | $4,305-61.0% | $2,631-36.2% |
| Participant deferral / active EE | $5,321 | $3,303+61.1% | $5,540-4.0% | $4,212+26.3% |
| Admin fee / account holder | $4,277 | $6,746-36.6% | $14,329-70.2% | $7,344-41.8% |