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 | $69,110 | $54,380+27.1% | $68,509+0.9% | $59,632+15.9% |
| Participation rate | 88.9% | 70.2%+18.7pp | 74.7%+14.2pp | 68.7%+20.2pp |
| Annual return | 0.14% | 2.83%-2.7pp | 8.27%-8.1pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $1,863 | $1,539+21.1% | $2,278-18.2% | $2,203-15.4% |
| Participant deferral / active EE | $3,790 | $2,643+43.4% | $3,382+12.1% | $3,192+18.8% |
| Admin fee / account holder | $4,356 | $3,885+12.1% | $5,275-17.4% | $4,297+1.4% |