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 | $184,083 | $135,952+35.4% | $123,892+48.6% | $273,961-32.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.41% | 56.63%-51.2pp | 47.52%-42.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $2,495 | $5,170-51.7% | $4,617-46.0% | $4,869-48.8% |
| Participant deferral / active EE | $10,653 | $6,343+68.0% | $5,984+78.0% | $5,287+101.5% |
| Admin fee / account holder | $7,739 | $9,817-21.2% | $8,357-7.4% | $10,132-23.6% |