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 | $183,768 | $181,894+1.0% | $156,549+17.4% | $273,961-32.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.13% | 30.74%-17.6pp | 32.23%-19.1pp | 41.45%-28.3pp |
| Employer contribution / active EE | $7,838 | $6,248+25.4% | $5,501+42.5% | $4,869+61.0% |
| Participant deferral / active EE | $6,014 | $5,550+8.4% | $4,871+23.5% | $5,287+13.7% |
| Admin fee / account holder | $1,365 | $15,559-91.2% | $13,027-89.5% | $10,132-86.5% |