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 | $141,984 | $135,952+4.4% | $123,892+14.6% | $273,961-48.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.34% | 56.63%-50.3pp | 47.52%-41.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,891 | $5,170-44.1% | $4,617-37.4% | $4,869-40.6% |
| Participant deferral / active EE | $8,957 | $6,343+41.2% | $5,984+49.7% | $5,287+69.4% |
| Admin fee / account holder | $38,131 | $9,817+288.4% | $8,357+356.3% | $10,132+276.3% |