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 | $104,990 | $181,894-42.3% | $156,549-32.9% | $273,961-61.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.43% | 30.74%-26.3pp | 32.23%-27.8pp | 41.45%-37.0pp |
| Employer contribution / active EE | $2,812 | $6,248-55.0% | $5,501-48.9% | $4,869-42.2% |
| Participant deferral / active EE | $3,467 | $5,550-37.5% | $4,871-28.8% | $5,287-34.4% |
| Admin fee / account holder | $1,089 | $15,559-93.0% | $13,027-91.6% | $10,132-89.3% |