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 | $94,653 | $82,032+15.4% | $123,104-23.1% | $59,632+58.7% |
| Participation rate | 85.7% | 83.2%+2.5pp | 86.8%-1.1pp | 68.7%+17.0pp |
| Annual return | 0.72% | 5.12%-4.4pp | 13.22%-12.5pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $4,900 | $3,297+48.6% | $5,151-4.9% | $2,203+122.5% |
| Participant deferral / active EE | $2,699 | $4,667-42.2% | $6,230-56.7% | $3,192-15.4% |
| Admin fee / account holder | $4,710 | $5,881-19.9% | $9,015-47.7% | $4,297+9.6% |