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 | $116,011 | $62,586+85.4% | $76,768+51.1% | $64,186+80.7% |
| Participation rate | 86.1% | 72.8%+13.3pp | 77.0%+9.1pp | 69.6%+16.5pp |
| Annual return | -5.20% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,127 | $1,832+16.1% | $2,485-14.4% | $2,381-10.7% |
| Participant deferral / active EE | $6,237 | $3,145+98.4% | $3,852+61.9% | $3,470+79.8% |
| Admin fee / account holder | $18,260 | $4,667+291.3% | $6,675+173.6% | $4,888+273.6% |