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 | $111,856 | $56,484+98.0% | $169,463-34.0% | $64,186+74.3% |
| Participation rate | 78.6% | 64.5%+14.0pp | 77.8%+0.8pp | 69.6%+9.0pp |
| Annual return | 5.72% | -1.55%+7.3pp | 1.83%+3.9pp | 7.63%-1.9pp |
| Employer contribution / active EE | $1,558 | $1,832-15.0% | $4,159-62.5% | $2,381-34.5% |
| Participant deferral / active EE | $3,353 | $3,448-2.7% | $5,277-36.5% | $3,470-3.4% |
| Admin fee / account holder | $24,728 | $4,174+492.4% | $9,109+171.5% | $4,888+405.9% |