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 | $203,447 | $215,361-5.5% | $171,082+18.9% | $273,961-25.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.75% | 25.14%-19.4pp | 32.56%-26.8pp | 41.45%-35.7pp |
| Employer contribution / active EE | $5,079 | $4,967+2.3% | $4,002+26.9% | $4,869+4.3% |
| Participant deferral / active EE | $5,361 | $5,543-3.3% | $4,797+11.7% | $5,287+1.4% |
| Admin fee / account holder | $4,796 | $10,846-55.8% | $8,520-43.7% | $10,132-52.7% |