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 | $59,372 | $87,841-32.4% | $133,980-55.7% | $62,891-5.6% |
| Participation rate | 96.4% | 83.4%+13.0pp | 87.1%+9.4pp | 69.3%+27.1pp |
| Annual return | 0.00% | 12.05%-12.1pp | 29.30%-29.3pp | 20.14%-20.1pp |
| Employer contribution / active EE | $6,740 | $3,483+93.5% | $5,211+29.3% | $2,281+195.5% |
| Participant deferral / active EE | $14,510 | $4,812+201.5% | $6,282+131.0% | $3,203+353.0% |
| Admin fee / account holder | $3,879 | $5,371-27.8% | $9,324-58.4% | $4,296-9.7% |