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 | $217,683 | $215,361+1.1% | $171,082+27.2% | $273,961-20.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.40% | 25.14%-16.7pp | 32.56%-24.2pp | 41.45%-33.1pp |
| Employer contribution / active EE | $10,374 | $4,967+108.9% | $4,002+159.2% | $4,869+113.1% |
| Participant deferral / active EE | $5,678 | $5,543+2.4% | $4,797+18.4% | $5,287+7.4% |
| Admin fee / account holder | $4,429 | $10,846-59.2% | $8,520-48.0% | $10,132-56.3% |