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 | $90,981 | $58,577+55.3% | $83,333+9.2% | $64,186+41.7% |
| Participation rate | 80.5% | 72.0%+8.4pp | 77.8%+2.7pp | 69.6%+10.9pp |
| Annual return | -3.77% | 9.65%-13.4pp | 10.63%-14.4pp | 7.63%-11.4pp |
| Employer contribution / active EE | $3,012 | $2,098+43.5% | $3,379-10.8% | $2,381+26.5% |
| Participant deferral / active EE | $11,675 | $4,654+150.9% | $5,565+109.8% | $3,470+236.5% |
| Admin fee / account holder | $2,246 | $9,275-75.8% | $7,510-70.1% | $4,888-54.0% |