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 | $88,076 | $62,586+40.7% | $76,768+14.7% | $64,186+37.2% |
| Participation rate | 93.5% | 72.8%+20.7pp | 77.0%+16.5pp | 69.6%+23.9pp |
| Annual return | -2.97% | -1.95%-1.0pp | 2.43%-5.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,451 | $1,832-20.8% | $2,485-41.6% | $2,381-39.1% |
| Participant deferral / active EE | $3,891 | $3,145+23.7% | $3,852+1.0% | $3,470+12.1% |
| Admin fee / account holder | $30,121 | $4,667+545.4% | $6,675+351.3% | $4,888+516.2% |