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 | $248,561 | $181,894+36.7% | $156,549+58.8% | $273,961-9.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.82% | 30.74%-23.9pp | 32.23%-25.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $9,963 | $6,248+59.5% | $5,501+81.1% | $4,869+104.6% |
| Participant deferral / active EE | $10,101 | $5,550+82.0% | $4,871+107.4% | $5,287+91.0% |
| Admin fee / account holder | $658 | $15,559-95.8% | $13,027-95.0% | $10,132-93.5% |