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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,459 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $338,948 | $175,202+93.5% | $149,673+126.5% | $139,434+143.1% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 4.59% | 166.71%-162.1pp | 134.42%-129.8pp | 372.94%-368.4pp |
| Employer contribution / active EE | $5,735 | $5,474+4.8% | $4,818+19.0% | $4,751+20.7% |
| Participant deferral / active EE | $2,089 | $6,519-67.9% | $5,680-63.2% | $6,710-68.9% |
| Admin fee / account holder | $5,083 | $16,150-68.5% | $13,210-61.5% | $11,403-55.4% |