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 | $44,226 | $181,894-75.7% | $156,549-71.7% | $273,961-83.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.35% | 30.74%-25.4pp | 32.23%-26.9pp | 41.45%-36.1pp |
| Employer contribution / active EE | $5,373 | $6,248-14.0% | $5,501-2.3% | $4,869+10.4% |
| Participant deferral / active EE | $2,384 | $5,550-57.0% | $4,871-51.1% | $5,287-54.9% |
| Admin fee / account holder | $802 | $15,559-94.8% | $13,027-93.8% | $10,132-92.1% |