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 | $50,817 | $153,311-66.9% | $109,313-53.5% | $273,961-81.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 2.64% | 29.86%-27.2pp | 22.07%-19.4pp | 41.45%-38.8pp |
| Employer contribution / active EE | $1,536 | $5,619-72.7% | $3,892-60.5% | $4,869-68.4% |
| Participant deferral / active EE | $1,988 | $3,932-49.4% | $3,166-37.2% | $5,287-62.4% |
| Admin fee / account holder | $6,430 | $8,076-20.4% | $5,666+13.5% | $10,132-36.5% |