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 | $79,861 | $135,952-41.3% | $123,892-35.5% | $273,961-70.8% |
| Participation rate | 95.5% | 84.1%+11.4pp | 81.4%+14.0pp | 83.0%+12.4pp |
| Annual return | 5.50% | 56.63%-51.1pp | 47.52%-42.0pp | 41.45%-36.0pp |
| Employer contribution / active EE | $8,548 | $5,170+65.3% | $4,617+85.1% | $4,869+75.6% |
| Participant deferral / active EE | $12,354 | $6,343+94.8% | $5,984+106.4% | $5,287+133.7% |
| Admin fee / account holder | $56,608 | $9,817+476.6% | $8,357+577.4% | $10,132+458.7% |