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 | $207,252 | $181,894+13.9% | $156,549+32.4% | $273,961-24.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.29% | 30.74%-23.5pp | 32.23%-24.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,835 | $6,248-70.6% | $5,501-66.6% | $4,869-62.3% |
| Participant deferral / active EE | $24,000 | $5,550+332.4% | $4,871+392.7% | $5,287+353.9% |
| Admin fee / account holder | $1,244 | $15,559-92.0% | $13,027-90.5% | $10,132-87.7% |