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 | $92,848 | $181,894-49.0% | $156,549-40.7% | $273,961-66.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.40% | 30.74%-22.3pp | 32.23%-23.8pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,298 | $6,248-63.2% | $5,501-58.2% | $4,869-52.8% |
| Participant deferral / active EE | $4,510 | $5,550-18.7% | $4,871-7.4% | $5,287-14.7% |
| Admin fee / account holder | $5,072 | $15,559-67.4% | $13,027-61.1% | $10,132-49.9% |