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 | $75,052 | $54,726+37.1% | $68,793+9.1% | $64,186+16.9% |
| Participation rate | 77.3% | 68.0%+9.3pp | 72.2%+5.1pp | 69.6%+7.8pp |
| Annual return | -7.80% | -1.62%-6.2pp | -4.63%-3.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $961 | $1,846-47.9% | $2,625-63.4% | $2,381-59.6% |
| Participant deferral / active EE | $2,699 | $2,626+2.8% | $3,311-18.5% | $3,470-22.2% |
| Admin fee / account holder | $875 | $4,027-78.3% | $5,131-82.9% | $4,888-82.1% |