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 | $103,422 | $181,894-43.1% | $156,549-33.9% | $273,961-62.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.60% | 30.74%-23.1pp | 32.23%-24.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $7,913 | $6,248+26.7% | $5,501+43.8% | $4,869+62.5% |
| Participant deferral / active EE | $7,590 | $5,550+36.8% | $4,871+55.8% | $5,287+43.6% |
| Admin fee / account holder | $489 | $15,559-96.9% | $13,027-96.2% | $10,132-95.2% |