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 | $163,383 | $181,894-10.2% | $156,549+4.4% | $273,961-40.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.06% | 30.74%-23.7pp | 32.23%-25.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,681 | $6,248-73.1% | $5,501-69.4% | $4,869-65.5% |
| Participant deferral / active EE | $4,256 | $5,550-23.3% | $4,871-12.6% | $5,287-19.5% |
| Admin fee / account holder | $35,311 | $15,559+126.9% | $13,027+171.1% | $10,132+248.5% |