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 | $201,708 | $153,772+31.2% | $133,980+50.6% | $273,961-26.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.97% | 36.51%-25.5pp | 29.30%-18.3pp | 41.45%-30.5pp |
| Employer contribution / active EE | $5,571 | $6,029-7.6% | $5,211+6.9% | $4,869+14.4% |
| Participant deferral / active EE | $13,439 | $6,958+93.1% | $6,282+113.9% | $5,287+154.2% |
| Admin fee / account holder | $12,855 | $11,765+9.3% | $9,324+37.9% | $10,132+26.9% |