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 | $92,998 | $135,952-31.6% | $123,892-24.9% | $273,961-66.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.41% | 56.63%-50.2pp | 47.52%-41.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $2,518 | $5,170-51.3% | $4,617-45.5% | $4,869-48.3% |
| Participant deferral / active EE | $5,934 | $6,343-6.5% | $5,984-0.8% | $5,287+12.2% |
| Admin fee / account holder | $445 | $9,817-95.5% | $8,357-94.7% | $10,132-95.6% |