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 | $165,241 | $131,829+25.3% | $108,579+52.2% | $273,961-39.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.81% | -91.57%+101.4pp | -51.70%+61.5pp | 41.45%-31.6pp |
| Employer contribution / active EE | $2,288 | $4,912-53.4% | $3,758-39.1% | $4,869-53.0% |
| Participant deferral / active EE | $9,208 | $5,127+79.6% | $4,311+113.6% | $5,287+74.2% |
| Admin fee / account holder | $4,398 | $10,252-57.1% | $7,645-42.5% | $10,132-56.6% |