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 | $114,807 | $72,177+59.1% | $115,037-0.2% | $59,632+92.5% |
| Participation rate | 84.4% | 72.6%+11.9pp | 81.4%+3.1pp | 68.7%+15.8pp |
| Annual return | -0.54% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $1,351 | $2,841-52.4% | $4,608-70.7% | $2,203-38.7% |
| Participant deferral / active EE | $6,676 | $4,783+39.6% | $6,026+10.8% | $3,192+109.2% |
| Admin fee / account holder | $6,359 | $4,927+29.1% | $8,175-22.2% | $4,297+48.0% |