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 | $159,011 | $138,347+14.9% | $184,203-13.7% | $80,856+96.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.12% | 20.02%-6.9pp | 28.81%-15.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $4,792 | $4,850-1.2% | $6,427-25.4% | $2,755+74.0% |
| Participant deferral / active EE | $5,743 | $7,071-18.8% | $9,131-37.1% | $4,296+33.7% |
| Admin fee / account holder | $14,442 | $10,483+37.8% | $13,901+3.9% | $6,918+108.8% |