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 | $121,234 | $153,772-21.2% | $133,980-9.5% | $273,961-55.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.33% | 36.51%-26.2pp | 29.30%-19.0pp | 41.45%-31.1pp |
| Employer contribution / active EE | $4,464 | $6,029-25.9% | $5,211-14.3% | $4,869-8.3% |
| Participant deferral / active EE | $9,063 | $6,958+30.3% | $6,282+44.3% | $5,287+71.4% |
| Admin fee / account holder | $7,900 | $11,765-32.8% | $9,324-15.3% | $10,132-22.0% |