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 | $136,322 | $153,772-11.3% | $133,980+1.7% | $273,961-50.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.67% | 36.51%-30.8pp | 29.30%-23.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $5,272 | $6,029-12.6% | $5,211+1.2% | $4,869+8.3% |
| Participant deferral / active EE | $12,172 | $6,958+74.9% | $6,282+93.8% | $5,287+130.2% |
| Admin fee / account holder | $18,053 | $11,765+53.5% | $9,324+93.6% | $10,132+78.2% |