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 | $74,192 | $75,828-2.2% | $147,614-49.7% | $59,632+24.4% |
| Participation rate | 92.9% | 71.6%+21.3pp | 84.6%+8.2pp | 68.7%+24.2pp |
| Annual return | 1.35% | 0.37%+1.0pp | 61.98%-60.6pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $2,625 | $3,485-24.7% | $5,564-52.8% | $2,203+19.2% |
| Participant deferral / active EE | $2,090 | $3,130-33.2% | $4,895-57.3% | $3,192-34.5% |
| Admin fee / account holder | $5,844 | $5,985-2.4% | $11,611-49.7% | $4,297+36.0% |