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 | $121,437 | $181,894-33.2% | $156,549-22.4% | $273,961-55.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.41% | 30.74%-17.3pp | 32.23%-18.8pp | 41.45%-28.0pp |
| Employer contribution / active EE | $11,898 | $6,248+90.4% | $5,501+116.3% | $4,869+144.4% |
| Participant deferral / active EE | $9,342 | $5,550+68.3% | $4,871+91.8% | $5,287+76.7% |
| Admin fee / account holder | $7,360 | $15,559-52.7% | $13,027-43.5% | $10,132-27.4% |