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 | $59,040 | $40,256+46.7% | $57,343+3.0% | $59,632-1.0% |
| Participation rate | 76.9% | 69.2%+7.7pp | 75.1%+1.8pp | 68.7%+8.3pp |
| Annual return | 0.74% | 27.49%-26.8pp | 24.39%-23.7pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $1,832 | $1,922-4.7% | $2,689-31.8% | $2,203-16.8% |
| Participant deferral / active EE | $2,948 | $2,399+22.9% | $3,162-6.8% | $3,192-7.6% |
| Admin fee / account holder | $6,025 | $2,818+113.8% | $3,356+79.5% | $4,297+40.2% |