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 | $85,088 | $72,177+17.9% | $115,037-26.0% | $59,632+42.7% |
| Participation rate | 96.5% | 72.6%+23.9pp | 81.4%+15.1pp | 68.7%+27.8pp |
| Annual return | -0.39% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $4,253 | $2,841+49.7% | $4,608-7.7% | $2,203+93.1% |
| Participant deferral / active EE | $5,346 | $4,783+11.8% | $6,026-11.3% | $3,192+67.5% |
| Admin fee / account holder | $2,349 | $4,927-52.3% | $8,175-71.3% | $4,297-45.3% |