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 | $172,641 | $135,952+27.0% | $123,892+39.3% | $273,961-37.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.28% | 56.63%-48.3pp | 47.52%-39.2pp | 41.45%-33.2pp |
| Employer contribution / active EE | $4,999 | $5,170-3.3% | $4,617+8.3% | $4,869+2.7% |
| Participant deferral / active EE | $7,005 | $6,343+10.4% | $5,984+17.1% | $5,287+32.5% |
| Admin fee / account holder | $7,732 | $9,817-21.2% | $8,357-7.5% | $10,132-23.7% |