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 | $26,688 | $52,836-49.5% | $105,738-74.8% | $64,186-58.4% |
| Participation rate | 97.7% | 66.5%+31.1pp | 76.3%+21.3pp | 69.6%+28.1pp |
| Annual return | 5.81% | 14.30%-8.5pp | 6.27%-0.5pp | 7.63%-1.8pp |
| Employer contribution / active EE | $1,613 | $1,827-11.7% | $3,268-50.7% | $2,381-32.3% |
| Participant deferral / active EE | $1,002 | $2,545-60.6% | $4,080-75.4% | $3,470-71.1% |
| Admin fee / account holder | $2,299 | $3,959-41.9% | $6,913-66.7% | $4,888-53.0% |