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 | $80,923 | $153,772-47.4% | $133,980-39.6% | $273,961-70.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.80% | 36.51%-29.7pp | 29.30%-22.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,569 | $6,029-57.4% | $5,211-50.7% | $4,869-47.2% |
| Participant deferral / active EE | $8,530 | $6,958+22.6% | $6,282+35.8% | $5,287+61.3% |
| Admin fee / account holder | $524 | $11,765-95.5% | $9,324-94.4% | $10,132-94.8% |