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 | $96,638 | $181,894-46.9% | $156,549-38.3% | $273,961-64.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.09% | 30.74%-18.7pp | 32.23%-20.1pp | 41.45%-29.4pp |
| Employer contribution / active EE | $7,782 | $6,248+24.5% | $5,501+41.5% | $4,869+59.8% |
| Participant deferral / active EE | $6,321 | $5,550+13.9% | $4,871+29.8% | $5,287+19.5% |
| Admin fee / account holder | $27,998 | $15,559+79.9% | $13,027+114.9% | $10,132+176.3% |