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 | $115,914 | $153,772-24.6% | $133,980-13.5% | $273,961-57.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.63% | 36.51%-27.9pp | 29.30%-20.7pp | 41.45%-32.8pp |
| Employer contribution / active EE | $4,912 | $6,029-18.5% | $5,211-5.7% | $4,869+0.9% |
| Participant deferral / active EE | $3,983 | $6,958-42.8% | $6,282-36.6% | $5,287-24.7% |
| Admin fee / account holder | $8,504 | $11,765-27.7% | $9,324-8.8% | $10,132-16.1% |