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 | $162,667 | $181,894-10.6% | $156,549+3.9% | $273,961-40.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.64% | 30.74%-25.1pp | 32.23%-26.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $13,268 | $6,248+112.4% | $5,501+141.2% | $4,869+172.5% |
| Participant deferral / active EE | $8,467 | $5,550+52.6% | $4,871+73.8% | $5,287+60.1% |
| Admin fee / account holder | $1,910 | $15,559-87.7% | $13,027-85.3% | $10,132-81.2% |