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 | $63,170 | $99,341-36.4% | $84,750-25.5% | $273,961-76.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.46% | 22.93%-16.5pp | 22.78%-16.3pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,847 | $4,214-56.2% | $3,574-48.3% | $4,869-62.1% |
| Participant deferral / active EE | $5,405 | $4,269+26.6% | $3,712+45.6% | $5,287+2.2% |
| Admin fee / account holder | $2,651 | $6,644-60.1% | $5,332-50.3% | $10,132-73.8% |