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 | $79,540 | $71,883+10.7% | $86,677-8.2% | $68,494+16.1% |
| Participation rate | 88.2% | 72.2%+16.0pp | 76.6%+11.7pp | 67.9%+20.3pp |
| Annual return | -14.85% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $759 | $2,173-65.1% | $2,836-73.2% | $2,596-70.8% |
| Participant deferral / active EE | $5,749 | $3,779+52.1% | $4,656+23.5% | $4,027+42.7% |
| Admin fee / account holder | $3,579 | $6,112-41.4% | $7,493-52.2% | $5,403-33.8% |