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 | $69,682 | $99,341-29.9% | $84,750-17.8% | $273,961-74.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.73% | 22.93%-16.2pp | 22.78%-16.0pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,375 | $4,214-67.4% | $3,574-61.5% | $4,869-71.8% |
| Participant deferral / active EE | $5,727 | $4,269+34.1% | $3,712+54.3% | $5,287+8.3% |
| Admin fee / account holder | $7,487 | $6,644+12.7% | $5,332+40.4% | $10,132-26.1% |