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 | $78,515 | $90,503-13.2% | $78,689-0.2% | $273,961-71.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 38.08% | 75.60%-37.5pp | 62.18%-24.1pp | 41.45%-3.4pp |
| Employer contribution / active EE | $10,312 | $3,176+224.7% | $2,851+261.7% | $4,869+111.8% |
| Participant deferral / active EE | $13,652 | $3,901+249.9% | $3,517+288.2% | $5,287+158.2% |
| Admin fee / account holder | $1,736 | $5,263-67.0% | $4,510-61.5% | $10,132-82.9% |