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 | $54,139 | $181,894-70.2% | $156,549-65.4% | $273,961-80.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.40% | 30.74%-22.3pp | 32.23%-23.8pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,132 | $6,248-65.9% | $5,501-61.2% | $4,869-56.2% |
| Participant deferral / active EE | $5,453 | $5,550-1.7% | $4,871+11.9% | $5,287+3.1% |
| Admin fee / account holder | $13,247 | $15,559-14.9% | $13,027+1.7% | $10,132+30.7% |