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 | $138,125 | $181,894-24.1% | $156,549-11.8% | $273,961-49.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.99% | 30.74%-25.8pp | 32.23%-27.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $2,500 | $6,248-60.0% | $5,501-54.6% | $4,869-48.7% |
| Participant deferral / active EE | $4,378 | $5,550-21.1% | $4,871-10.1% | $5,287-17.2% |
| Admin fee / account holder | $550 | $15,559-96.5% | $13,027-95.8% | $10,132-94.6% |