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 | $75,506 | $181,894-58.5% | $156,549-51.8% | $273,961-72.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.99% | 30.74%-24.8pp | 32.23%-26.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $16,511 | $6,248+164.3% | $5,501+200.1% | $4,869+239.1% |
| Participant deferral / active EE | $10,669 | $5,550+92.2% | $4,871+119.0% | $5,287+101.8% |
| Admin fee / account holder | $2,917 | $15,559-81.3% | $13,027-77.6% | $10,132-71.2% |