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 | $218,990 | $153,772+42.4% | $133,980+63.4% | $273,961-20.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.65% | 36.51%-29.9pp | 29.30%-22.7pp | 41.45%-34.8pp |
| Employer contribution / active EE | $3,204 | $6,029-46.9% | $5,211-38.5% | $4,869-34.2% |
| Participant deferral / active EE | $7,532 | $6,958+8.2% | $6,282+19.9% | $5,287+42.5% |
| Admin fee / account holder | $2,090 | $11,765-82.2% | $9,324-77.6% | $10,132-79.4% |