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 | $85,370 | $65,041+31.3% | $90,951-6.1% | $79,858+6.9% |
| Participation rate | 73.9% | 61.6%+12.3pp | 69.0%+4.9pp | 69.6%+4.2pp |
| Annual return | 15.27% | 30.45%-15.2pp | 134.60%-119.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,199 | $1,247-3.9% | $2,122-43.5% | $2,471-51.5% |
| Participant deferral / active EE | $4,335 | $2,512+72.6% | $3,373+28.5% | $3,740+15.9% |
| Admin fee / account holder | $1,057 | $4,536-76.7% | $5,959-82.3% | $5,306-80.1% |