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 | $75,047 | $58,828+27.6% | $77,999-3.8% | $62,891+19.3% |
| Participation rate | 93.9% | 71.1%+22.8pp | 75.5%+18.4pp | 69.3%+24.6pp |
| Annual return | 7.48% | 17.16%-9.7pp | 425.96%-418.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,317 | $1,672-21.2% | $2,470-46.7% | $2,281-42.3% |
| Participant deferral / active EE | $1,992 | $2,686-25.8% | $3,497-43.0% | $3,203-37.8% |
| Admin fee / account holder | $3,882 | $4,393-11.6% | $5,480-29.2% | $4,296-9.6% |