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 | $166,715 | $153,772+8.4% | $133,980+24.4% | $273,961-39.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.30%-29.3pp | 41.45%-41.5pp |
| Employer contribution / active EE | $6,114 | $6,029+1.4% | $5,211+17.3% | $4,869+25.6% |
| Participant deferral / active EE | $11,629 | $6,958+67.1% | $6,282+85.1% | $5,287+119.9% |
| Admin fee / account holder | $718 | $11,765-93.9% | $9,324-92.3% | $10,132-92.9% |