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 | $85,400 | $67,411+26.7% | $91,001-6.2% | $70,131+21.8% |
| Participation rate | 93.2% | 71.4%+21.8pp | 75.6%+17.6pp | 69.5%+23.6pp |
| Annual return | 16.85% | -40.16%+57.0pp | 4.60%+12.3pp | 73.14%-56.3pp |
| Employer contribution / active EE | $3,404 | $1,786+90.6% | $2,456+38.6% | $2,342+45.3% |
| Participant deferral / active EE | $6,193 | $2,823+119.4% | $3,547+74.6% | $3,332+85.9% |
| Admin fee / account holder | $2,106 | $4,236-50.3% | $5,417-61.1% | $4,645-54.7% |