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 | $116,364 | $53,596+117.1% | $90,645+28.4% | $64,186+81.3% |
| Participation rate | 71.4% | 64.5%+6.9pp | 74.0%-2.6pp | 69.6%+1.9pp |
| Annual return | -5.18% | 4.41%-9.6pp | 1.88%-7.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,289 | $1,503-14.3% | $2,532-49.1% | $2,381-45.9% |
| Participant deferral / active EE | $4,758 | $2,459+93.5% | $3,425+39.0% | $3,470+37.1% |
| Admin fee / account holder | $33,987 | $3,868+778.7% | $4,994+580.6% | $4,888+595.3% |