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 | $70,537 | $181,894-61.2% | $156,549-54.9% | $273,961-74.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.17% | 30.74%-27.6pp | 32.23%-29.1pp | 41.45%-38.3pp |
| Employer contribution / active EE | $7,770 | $6,248+24.4% | $5,501+41.2% | $4,869+59.6% |
| Participant deferral / active EE | $5,696 | $5,550+2.6% | $4,871+16.9% | $5,287+7.7% |
| Admin fee / account holder | $20,353 | $15,559+30.8% | $13,027+56.2% | $10,132+100.9% |