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 | $175,615 | $131,829+33.2% | $108,579+61.7% | $273,961-35.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.75% | -91.57%+98.3pp | -51.70%+58.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $8,404 | $4,912+71.1% | $3,758+123.6% | $4,869+72.6% |
| Participant deferral / active EE | $10,943 | $5,127+113.4% | $4,311+153.9% | $5,287+107.0% |
| Admin fee / account holder | $7,192 | $10,252-29.8% | $7,645-5.9% | $10,132-29.0% |