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 | $106,749 | $72,177+47.9% | $115,037-7.2% | $59,632+79.0% |
| Participation rate | 84.1% | 72.6%+11.5pp | 81.4%+2.7pp | 68.7%+15.4pp |
| Annual return | -0.20% | 12.02%-12.2pp | 26.14%-26.3pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,168 | $2,841-58.9% | $4,608-74.6% | $2,203-47.0% |
| Participant deferral / active EE | $5,861 | $4,783+22.5% | $6,026-2.7% | $3,192+83.6% |
| Admin fee / account holder | $2,284 | $4,927-53.6% | $8,175-72.1% | $4,297-46.9% |