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 | $90,347 | $87,540+3.2% | $75,781+19.2% | $125,391-27.9% |
| Participation rate | 90.0% | 80.2%+9.8pp | 75.8%+14.2pp | 83.2%+6.8pp |
| Annual return | 0.38% | 13.48%-13.1pp | 9.68%-9.3pp | 282.22%-281.8pp |
| Employer contribution / active EE | $2,658 | $3,930-32.4% | $3,323-20.0% | $4,866-45.4% |
| Participant deferral / active EE | $6,750 | $4,229+59.6% | $3,651+84.9% | $5,352+26.1% |
| Admin fee / account holder | $9,934 | $6,502+52.8% | $5,299+87.5% | $9,540+4.1% |