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 | $85,942 | $76,407+12.5% | $150,298-42.8% | $82,448+4.2% |
| Participation rate | 86.7% | 66.4%+20.3pp | 77.8%+8.9pp | 68.1%+18.6pp |
| Annual return | 20.63% | 39.99%-19.4pp | 62.79%-42.2pp | 41.64%-21.0pp |
| Employer contribution / active EE | $608 | $2,614-76.8% | $4,154-85.4% | $2,551-76.2% |
| Participant deferral / active EE | $5,140 | $3,214+59.9% | $5,453-5.7% | $4,139+24.2% |
| Admin fee / account holder | $306 | $6,352-95.2% | $14,116-97.8% | $7,234-95.8% |