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 | $164,560 | $153,772+7.0% | $133,980+22.8% | $273,961-39.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.42% | 36.51%-29.1pp | 29.30%-21.9pp | 41.45%-34.0pp |
| Employer contribution / active EE | $3,954 | $6,029-34.4% | $5,211-24.1% | $4,869-18.8% |
| Participant deferral / active EE | $36,000 | $6,958+417.4% | $6,282+473.1% | $5,287+580.9% |
| Admin fee / account holder | $171,646 | $11,765+1359.0% | $9,324+1740.8% | $10,132+1594.1% |