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 | $104,061 | $136,307-23.7% | $106,619-2.4% | $273,961-62.0% |
| Participation rate | 72.7% | 84.8%-12.0pp | 78.0%-5.3pp | 83.0%-10.3pp |
| Annual return | 3.43% | 11.05%-7.6pp | 9.42%-6.0pp | 41.45%-38.0pp |
| Employer contribution / active EE | $1,401 | $5,190-73.0% | $3,947-64.5% | $4,869-71.2% |
| Participant deferral / active EE | $5,160 | $4,969+3.8% | $3,930+31.3% | $5,287-2.4% |
| Admin fee / account holder | $1,037 | $8,625-88.0% | $6,418-83.8% | $10,132-89.8% |