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 | $186,965 | $135,952+37.5% | $123,892+50.9% | $273,961-31.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.27% | 56.63%-51.4pp | 47.52%-42.2pp | 41.45%-36.2pp |
| Employer contribution / active EE | $3,525 | $5,170-31.8% | $4,617-23.6% | $4,869-27.6% |
| Participant deferral / active EE | $6,430 | $6,343+1.4% | $5,984+7.5% | $5,287+21.6% |
| Admin fee / account holder | $109,347 | $9,817+1013.8% | $8,357+1208.5% | $10,132+979.2% |