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 | $88,400 | $62,586+41.2% | $76,768+15.2% | $64,186+37.7% |
| Participation rate | 87.3% | 72.8%+14.5pp | 77.0%+10.3pp | 69.6%+17.7pp |
| Annual return | -5.28% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,347 | $1,832+28.1% | $2,485-5.6% | $2,381-1.4% |
| Participant deferral / active EE | $5,214 | $3,145+65.8% | $3,852+35.4% | $3,470+50.3% |
| Admin fee / account holder | $3,526 | $4,667-24.5% | $6,675-47.2% | $4,888-27.9% |