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 | $79,856 | $131,829-39.4% | $108,579-26.5% | $273,961-70.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.52% | -91.57%+101.1pp | -51.70%+61.2pp | 41.45%-31.9pp |
| Employer contribution / active EE | $2,303 | $4,912-53.1% | $3,758-38.7% | $4,869-52.7% |
| Participant deferral / active EE | $4,202 | $5,127-18.0% | $4,311-2.5% | $5,287-20.5% |
| Admin fee / account holder | $1,054 | $10,252-89.7% | $7,645-86.2% | $10,132-89.6% |