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 | $107,923 | $181,894-40.7% | $156,549-31.1% | $273,961-60.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 17.18% | 30.74%-13.6pp | 32.23%-15.0pp | 41.45%-24.3pp |
| Employer contribution / active EE | $4,797 | $6,248-23.2% | $5,501-12.8% | $4,869-1.5% |
| Participant deferral / active EE | $3,617 | $5,550-34.8% | $4,871-25.8% | $5,287-31.6% |
| Admin fee / account holder | $3,094 | $15,559-80.1% | $13,027-76.3% | $10,132-69.5% |