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 | $65,640 | $181,894-63.9% | $156,549-58.1% | $273,961-76.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.49% | 30.74%-24.2pp | 32.23%-25.7pp | 41.45%-35.0pp |
| Employer contribution / active EE | $2,864 | $6,248-54.2% | $5,501-47.9% | $4,869-41.2% |
| Participant deferral / active EE | $2,864 | $5,550-48.4% | $4,871-41.2% | $5,287-45.8% |
| Admin fee / account holder | $4,607 | $15,559-70.4% | $13,027-64.6% | $10,132-54.5% |