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 | $227,143 | $181,894+24.9% | $156,549+45.1% | $273,961-17.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.71% | 30.74%-25.0pp | 32.23%-26.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $10,269 | $6,248+64.4% | $5,501+86.7% | $4,869+110.9% |
| Participant deferral / active EE | $6,169 | $5,550+11.2% | $4,871+26.6% | $5,287+16.7% |
| Admin fee / account holder | $26,635 | $15,559+71.2% | $13,027+104.5% | $10,132+162.9% |