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 | $83,679 | $215,361-61.1% | $171,082-51.1% | $273,961-69.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.63% | 25.14%-17.5pp | 32.56%-24.9pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,575 | $4,967-68.3% | $4,002-60.7% | $4,869-67.7% |
| Participant deferral / active EE | $7,352 | $5,543+32.6% | $4,797+53.2% | $5,287+39.1% |
| Admin fee / account holder | $4,342 | $10,846-60.0% | $8,520-49.0% | $10,132-57.1% |