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 | $55,303 | $39,162+41.2% | $100,671-45.1% | $59,632-7.3% |
| Participation rate | 71.9% | 55.9%+16.0pp | 70.7%+1.2pp | 68.7%+3.2pp |
| Annual return | 2.79% | 21.07%-18.3pp | 20.43%-17.6pp | 2041.28%-2038.5pp |
| Employer contribution / active EE | $923 | $1,151-19.8% | $4,012-77.0% | $2,203-58.1% |
| Participant deferral / active EE | $2,908 | $1,992+46.0% | $3,144-7.5% | $3,192-8.9% |
| Admin fee / account holder | $1,895 | $2,969-36.2% | $4,850-60.9% | $4,297-55.9% |