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 | $63,187 | $95,266-33.7% | $82,389-23.3% | $142,382-55.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 10.98% | 25.74%-14.8pp | 28.67%-17.7pp | 217.08%-206.1pp |
| Employer contribution / active EE | $869 | $2,991-70.9% | $2,517-65.5% | $4,299-79.8% |
| Participant deferral / active EE | $3,477 | $4,809-27.7% | $4,155-16.3% | $6,507-46.6% |
| Admin fee / account holder | $38,095 | $8,563+344.8% | $7,231+426.8% | $12,624+201.8% |