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 | $56,462 | $48,364+16.7% | $71,796-21.4% | $62,891-10.2% |
| Participation rate | 77.1% | 60.6%+16.5pp | 69.1%+8.0pp | 69.3%+7.8pp |
| Annual return | 7.91% | 13.16%-5.2pp | 78.04%-70.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $473 | $1,042-54.6% | $1,924-75.4% | $2,281-79.3% |
| Participant deferral / active EE | $3,633 | $2,091+73.7% | $2,794+30.0% | $3,203+13.4% |
| Admin fee / account holder | $651 | $3,771-82.7% | $4,815-86.5% | $4,296-84.8% |