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 | $71,813 | $181,894-60.5% | $156,549-54.1% | $273,961-73.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.92% | 30.74%-25.8pp | 32.23%-27.3pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,790 | $6,248-71.3% | $5,501-67.5% | $4,869-63.2% |
| Participant deferral / active EE | $4,829 | $5,550-13.0% | $4,871-0.9% | $5,287-8.7% |
| Admin fee / account holder | $2,038 | $15,559-86.9% | $13,027-84.4% | $10,132-79.9% |