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 | $199,391 | $181,894+9.6% | $156,549+27.4% | $273,961-27.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.07% | 30.74%-25.7pp | 32.23%-27.2pp | 41.45%-36.4pp |
| Employer contribution / active EE | $3,814 | $6,248-39.0% | $5,501-30.7% | $4,869-21.7% |
| Participant deferral / active EE | $6,678 | $5,550+20.3% | $4,871+37.1% | $5,287+26.3% |
| Admin fee / account holder | $22,970 | $15,559+47.6% | $13,027+76.3% | $10,132+126.7% |