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 | $52,862 | $43,327+22.0% | $59,878-11.7% | $64,186-17.6% |
| Participation rate | 83.7% | 69.2%+14.6pp | 74.7%+9.0pp | 69.6%+14.2pp |
| Annual return | 8.73% | -1.55%+10.3pp | 3.46%+5.3pp | 7.63%+1.1pp |
| Employer contribution / active EE | $1,901 | $2,028-6.3% | $2,722-30.2% | $2,381-20.2% |
| Participant deferral / active EE | $3,506 | $2,546+37.7% | $3,402+3.0% | $3,470+1.0% |
| Admin fee / account holder | $521 | $3,005-82.7% | $3,590-85.5% | $4,888-89.4% |