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 | $95,936 | $215,361-55.5% | $171,082-43.9% | $273,961-65.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.12% | 25.14%-20.0pp | 32.56%-27.4pp | 41.45%-36.3pp |
| Employer contribution / active EE | $5,609 | $4,967+12.9% | $4,002+40.2% | $4,869+15.2% |
| Participant deferral / active EE | $7,879 | $5,543+42.1% | $4,797+64.2% | $5,287+49.0% |
| Admin fee / account holder | $741 | $10,846-93.2% | $8,520-91.3% | $10,132-92.7% |