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 7-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 | $107,895 | $153,772-29.8% | $133,980-19.5% | $273,961-60.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.10% | 36.51%-32.4pp | 29.30%-25.2pp | 41.45%-37.4pp |
| Employer contribution / active EE | $1,573 | $6,029-73.9% | $5,211-69.8% | $4,869-67.7% |
| Participant deferral / active EE | $10,846 | $6,958+55.9% | $6,282+72.7% | $5,287+105.1% |
| Admin fee / account holder | $1,062 | $11,765-91.0% | $9,324-88.6% | $10,132-89.5% |