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 | $40,393 | $215,361-81.2% | $171,082-76.4% | $273,961-85.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.91% | 25.14%-20.2pp | 32.56%-27.6pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,592 | $4,967-68.0% | $4,002-60.2% | $4,869-67.3% |
| Participant deferral / active EE | $1,205 | $5,543-78.3% | $4,797-74.9% | $5,287-77.2% |
| Admin fee / account holder | $874 | $10,846-91.9% | $8,520-89.7% | $10,132-91.4% |