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 | $66,342 | $50,464+31.5% | $75,781-12.5% | $52,331+26.8% |
| Participation rate | 89.2% | 66.8%+22.4pp | 75.8%+13.4pp | 68.1%+21.1pp |
| Annual return | 3.31% | 1.03%+2.3pp | 9.68%-6.4pp | 4.54%-1.2pp |
| Employer contribution / active EE | $2,079 | $1,988+4.5% | $3,323-37.4% | $1,882+10.5% |
| Participant deferral / active EE | $4,266 | $2,570+66.0% | $3,651+16.8% | $3,022+41.2% |
| Admin fee / account holder | $3,105 | $1,103+181.5% | $5,299-41.4% | $592+424.8% |