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 | $36,252 | $181,894-80.1% | $156,549-76.8% | $273,961-86.8% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $4,250 | $6,248-32.0% | $5,501-22.7% | $4,869-12.7% |
| Participant deferral / active EE | $4,234 | $5,550-23.7% | $4,871-13.1% | $5,287-19.9% |
| Admin fee / account holder | $6,958 | $15,559-55.3% | $13,027-46.6% | $10,132-31.3% |