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 | $72,889 | $52,903+37.8% | $73,307-0.6% | $59,632+22.2% |
| Participation rate | 71.4% | 68.2%+3.2pp | 74.9%-3.5pp | 68.7%+2.8pp |
| Annual return | -1.66% | 12.20%-13.9pp | 5.67%-7.3pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $2,838 | $1,909+48.7% | $3,237-12.3% | $2,203+28.8% |
| Participant deferral / active EE | $5,859 | $4,069+44.0% | $4,991+17.4% | $3,192+83.6% |
| Admin fee / account holder | $3,994 | $3,834+4.2% | $5,637-29.1% | $4,297-7.0% |