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 | $60,408 | $181,894-66.8% | $156,549-61.4% | $273,961-78.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.22% | 30.74%-23.5pp | 32.23%-25.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,480 | $6,248-60.3% | $5,501-54.9% | $4,869-49.1% |
| Participant deferral / active EE | $7,030 | $5,550+26.7% | $4,871+44.3% | $5,287+33.0% |
| Admin fee / account holder | $8,343 | $15,559-46.4% | $13,027-36.0% | $10,132-17.7% |