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 | $93,579 | $78,422+19.3% | $95,952-2.5% | $79,858+17.2% |
| Participation rate | 71.4% | 73.5%-2.1pp | 77.1%-5.6pp | 69.6%+1.8pp |
| Annual return | 15.70% | 19.37%-3.7pp | 91.61%-75.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $960 | $1,945-50.6% | $2,541-62.2% | $2,471-61.1% |
| Participant deferral / active EE | $3,002 | $3,440-12.7% | $4,167-28.0% | $3,740-19.7% |
| Admin fee / account holder | $14,095 | $5,622+150.7% | $6,795+107.4% | $5,306+165.6% |