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 3-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 | $102,451 | $135,952-24.6% | $123,892-17.3% | $273,961-62.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.59% | 56.63%-46.0pp | 47.52%-36.9pp | 41.45%-30.9pp |
| Employer contribution / active EE | $5,137 | $5,170-0.6% | $4,617+11.3% | $4,869+5.5% |
| Participant deferral / active EE | $8,592 | $6,343+35.5% | $5,984+43.6% | $5,287+62.5% |
| Admin fee / account holder | $7,968 | $9,817-18.8% | $8,357-4.6% | $10,132-21.4% |