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 | $99,940 | $131,829-24.2% | $108,579-8.0% | $273,961-63.5% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.6%+12.1pp | 83.0%+8.7pp |
| Annual return | 5.00% | -91.57%+96.6pp | -51.70%+56.7pp | 41.45%-36.5pp |
| Employer contribution / active EE | $3,151 | $4,912-35.9% | $3,758-16.2% | $4,869-35.3% |
| Participant deferral / active EE | $7,880 | $5,127+53.7% | $4,311+82.8% | $5,287+49.0% |
| Admin fee / account holder | $65,055 | $10,252+534.6% | $7,645+751.0% | $10,132+542.1% |