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 | $76,706 | $181,894-57.8% | $156,549-51.0% | $273,961-72.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.62% | 30.74%-22.1pp | 32.23%-23.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $4,464 | $6,248-28.6% | $5,501-18.9% | $4,869-8.3% |
| Participant deferral / active EE | $3,833 | $5,550-30.9% | $4,871-21.3% | $5,287-27.5% |
| Admin fee / account holder | $13,421 | $15,559-13.7% | $13,027+3.0% | $10,132+32.5% |