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 | $167,416 | $131,829+27.0% | $108,579+54.2% | $273,961-38.9% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 5.83% | -91.57%+97.4pp | -51.70%+57.5pp | 41.45%-35.6pp |
| Employer contribution / active EE | $5,863 | $4,912+19.3% | $3,758+56.0% | $4,869+20.4% |
| Participant deferral / active EE | $6,485 | $5,127+26.5% | $4,311+50.4% | $5,287+22.7% |
| Admin fee / account holder | $2,605 | $10,252-74.6% | $7,645-65.9% | $10,132-74.3% |