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 | $114,572 | $96,557+18.7% | $80,975+41.5% | $273,961-58.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 4.70% | 15.14%-10.4pp | 17.10%-12.4pp | 41.45%-36.8pp |
| Employer contribution / active EE | $635 | $4,868-87.0% | $3,714-82.9% | $4,869-87.0% |
| Participant deferral / active EE | $3,828 | $6,598-42.0% | $5,696-32.8% | $5,287-27.6% |
| Admin fee / account holder | $2,350 | $7,492-68.6% | $5,516-57.4% | $10,132-76.8% |