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 | $88,592 | $52,519+68.7% | $155,790-43.1% | $59,632+48.6% |
| Participation rate | 73.2% | 61.7%+11.5pp | 76.1%-2.9pp | 68.7%+4.5pp |
| Annual return | -0.03% | 53.51%-53.5pp | 71.54%-71.6pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $461 | $1,589-71.0% | $3,836-88.0% | $2,203-79.1% |
| Participant deferral / active EE | $4,072 | $3,084+32.0% | $4,797-15.1% | $3,192+27.6% |
| Admin fee / account holder | $3,901 | $3,540+10.2% | $7,478-47.8% | $4,297-9.2% |