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 | $71,731 | $62,586+14.6% | $76,768-6.6% | $64,186+11.8% |
| Participation rate | 73.6% | 72.8%+0.8pp | 77.0%-3.3pp | 69.6%+4.1pp |
| Annual return | 0.13% | -1.95%+2.1pp | 2.43%-2.3pp | 7.63%-7.5pp |
| Employer contribution / active EE | $858 | $1,832-53.1% | $2,485-65.5% | $2,381-63.9% |
| Participant deferral / active EE | $2,489 | $3,145-20.9% | $3,852-35.4% | $3,470-28.3% |
| Admin fee / account holder | $13,582 | $4,667+191.0% | $6,675+103.5% | $4,888+177.9% |