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 | $97,266 | $153,311-36.6% | $109,313-11.0% | $273,961-64.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.79% | 29.86%-21.1pp | 22.07%-13.3pp | 41.45%-32.7pp |
| Employer contribution / active EE | $5,529 | $5,619-1.6% | $3,892+42.1% | $4,869+13.6% |
| Participant deferral / active EE | $5,301 | $3,932+34.8% | $3,166+67.4% | $5,287+0.3% |
| Admin fee / account holder | $19,182 | $8,076+137.5% | $5,666+238.5% | $10,132+89.3% |