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 | $142,295 | $181,894-21.8% | $156,549-9.1% | $273,961-48.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.90% | 30.74%-21.8pp | 32.23%-23.3pp | 41.45%-32.6pp |
| Employer contribution / active EE | $7,884 | $6,248+26.2% | $5,501+43.3% | $4,869+61.9% |
| Participant deferral / active EE | $7,826 | $5,550+41.0% | $4,871+60.7% | $5,287+48.0% |
| Admin fee / account holder | $846 | $15,559-94.6% | $13,027-93.5% | $10,132-91.6% |