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 | $87,967 | $77,813+13.0% | $123,544-28.8% | $64,186+37.1% |
| Participation rate | 82.1% | 74.7%+7.4pp | 82.3%-0.2pp | 69.6%+12.6pp |
| Annual return | -4.04% | 12.48%-16.5pp | 119.20%-123.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $982 | $3,014-67.4% | $4,628-78.8% | $2,381-58.7% |
| Participant deferral / active EE | $4,795 | $5,240-8.5% | $6,426-25.4% | $3,470+38.2% |
| Admin fee / account holder | $10,485 | $5,519+90.0% | $9,284+12.9% | $4,888+114.5% |