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 | $120,143 | $181,894-33.9% | $156,549-23.3% | $273,961-56.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.41% | 30.74%-24.3pp | 32.23%-25.8pp | 41.45%-35.0pp |
| Employer contribution / active EE | $3,606 | $6,248-42.3% | $5,501-34.5% | $4,869-25.9% |
| Participant deferral / active EE | $6,136 | $5,550+10.6% | $4,871+26.0% | $5,287+16.1% |
| Admin fee / account holder | $978 | $15,559-93.7% | $13,027-92.5% | $10,132-90.4% |