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 | $112,397 | $92,222+21.9% | $76,768+46.4% | $135,375-17.0% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | 1.07% | 5.46%-4.4pp | 2.43%-1.4pp | 519.73%-518.7pp |
| Employer contribution / active EE | $1,404 | $3,216-56.3% | $2,485-43.5% | $4,779-70.6% |
| Participant deferral / active EE | $2,223 | $4,509-50.7% | $3,852-42.3% | $5,609-60.4% |
| Admin fee / account holder | $627 | $10,748-94.2% | $6,675-90.6% | $10,827-94.2% |