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 | $103,920 | $153,772-32.4% | $133,980-22.4% | $273,961-62.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.37% | 36.51%-27.1pp | 29.30%-19.9pp | 41.45%-32.1pp |
| Employer contribution / active EE | $7,500 | $6,029+24.4% | $5,211+43.9% | $4,869+54.0% |
| Participant deferral / active EE | $5,509 | $6,958-20.8% | $6,282-12.3% | $5,287+4.2% |
| Admin fee / account holder | $1,436 | $11,765-87.8% | $9,324-84.6% | $10,132-85.8% |