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 | $163,678 | $135,952+20.4% | $123,892+32.1% | $273,961-40.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.91% | 56.63%-49.7pp | 47.52%-40.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,113 | $5,170-59.1% | $4,617-54.2% | $4,869-56.6% |
| Participant deferral / active EE | $6,715 | $6,343+5.9% | $5,984+12.2% | $5,287+27.0% |
| Admin fee / account holder | $78,250 | $9,817+697.1% | $8,357+836.4% | $10,132+672.3% |