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 | $116,579 | $94,529+23.3% | $140,016-16.7% | $64,186+81.6% |
| Participation rate | 73.7% | 84.1%-10.4pp | 87.5%-13.8pp | 69.6%+4.1pp |
| Annual return | 0.62% | 7.77%-7.2pp | 651.12%-650.5pp | 7.63%-7.0pp |
| Employer contribution / active EE | $1,535 | $3,812-59.8% | $5,606-72.6% | $2,381-35.5% |
| Participant deferral / active EE | $11,407 | $5,250+117.3% | $6,927+64.7% | $3,470+228.8% |
| Admin fee / account holder | $6,089 | $6,741-9.7% | $10,705-43.1% | $4,888+24.6% |