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 | $74,470 | $54,380+36.9% | $68,509+8.7% | $59,632+24.9% |
| Participation rate | 88.5% | 70.2%+18.3pp | 74.7%+13.7pp | 68.7%+19.8pp |
| Annual return | -0.22% | 2.83%-3.1pp | 8.27%-8.5pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,423 | $1,539-7.5% | $2,278-37.5% | $2,203-35.4% |
| Participant deferral / active EE | $5,433 | $2,643+105.5% | $3,382+60.6% | $3,192+70.2% |
| Admin fee / account holder | $9,535 | $3,885+145.4% | $5,275+80.8% | $4,297+121.9% |