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 | $78,261 | $90,503-13.5% | $78,689-0.5% | $273,961-71.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.15% | 75.60%-71.5pp | 62.18%-58.0pp | 41.45%-37.3pp |
| Employer contribution / active EE | $4,930 | $3,176+55.2% | $2,851+73.0% | $4,869+1.3% |
| Participant deferral / active EE | $8,078 | $3,901+107.1% | $3,517+129.7% | $5,287+52.8% |
| Admin fee / account holder | $2,434 | $5,263-53.8% | $4,510-46.0% | $10,132-76.0% |