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 | $62,415 | $72,177-13.5% | $115,037-45.7% | $59,632+4.7% |
| Participation rate | 96.0% | 72.6%+23.4pp | 81.4%+14.6pp | 68.7%+27.3pp |
| Annual return | 0.77% | 12.02%-11.3pp | 26.14%-25.4pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $2,016 | $2,841-29.0% | $4,608-56.3% | $2,203-8.5% |
| Participant deferral / active EE | $7,987 | $4,783+67.0% | $6,026+32.5% | $3,192+150.2% |
| Admin fee / account holder | $8,977 | $4,927+82.2% | $8,175+9.8% | $4,297+108.9% |