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 | $66,914 | $87,841-23.8% | $133,980-50.1% | $62,891+6.4% |
| Participation rate | 81.8% | 83.4%-1.6pp | 87.1%-5.2pp | 69.3%+12.5pp |
| Annual return | 6.35% | 12.05%-5.7pp | 29.30%-22.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,857 | $4,812-40.6% | $6,282-54.5% | $3,203-10.8% |
| Admin fee / account holder | $2,445 | $5,371-54.5% | $9,324-73.8% | $4,296-43.1% |