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 | $83,060 | $102,616-19.1% | $81,983+1.3% | $158,922-47.7% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.2%+2.2pp | 82.0%-10.5pp |
| Annual return | 17.15% | 61.04%-43.9pp | 41.31%-24.2pp | 302.83%-285.7pp |
| Employer contribution / active EE | $517 | $3,240-84.0% | $2,498-79.3% | $4,761-89.1% |
| Participant deferral / active EE | $2,289 | $4,648-50.8% | $3,722-38.5% | $5,982-61.7% |
| Admin fee / account holder | $8,252 | $8,235+0.2% | $5,664+45.7% | $11,246-26.6% |