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 | $98,666 | $62,586+57.6% | $76,768+28.5% | $64,186+53.7% |
| Participation rate | 70.4% | 72.8%-2.4pp | 77.0%-6.6pp | 69.6%+0.8pp |
| Annual return | -1.05% | -1.95%+0.9pp | 2.43%-3.5pp | 7.63%-8.7pp |
| Employer contribution / active EE | $783 | $1,832-57.2% | $2,485-68.5% | $2,381-67.1% |
| Participant deferral / active EE | $2,144 | $3,145-31.8% | $3,852-44.3% | $3,470-38.2% |
| Admin fee / account holder | $8,607 | $4,667+84.4% | $6,675+28.9% | $4,888+76.1% |