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 | $20,314 | $90,503-77.6% | $78,689-74.2% | $273,961-92.6% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 8.39% | 75.60%-67.2pp | 62.18%-53.8pp | 41.45%-33.1pp |
| Employer contribution / active EE | $928 | $3,176-70.8% | $2,851-67.5% | $4,869-80.9% |
| Participant deferral / active EE | $2,954 | $3,901-24.3% | $3,517-16.0% | $5,287-44.1% |
| Admin fee / account holder | $788 | $5,263-85.0% | $4,510-82.5% | $10,132-92.2% |