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 | $116,855 | $181,894-35.8% | $156,549-25.4% | $273,961-57.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 35.06% | 30.74%+4.3pp | 32.23%+2.8pp | 41.45%-6.4pp |
| Employer contribution / active EE | $5,728 | $6,248-8.3% | $5,501+4.1% | $4,869+17.6% |
| Participant deferral / active EE | $13,846 | $5,550+149.5% | $4,871+184.3% | $5,287+161.9% |
| Admin fee / account holder | $780 | $15,559-95.0% | $13,027-94.0% | $10,132-92.3% |