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 | $57,036 | $50,958+11.9% | $74,550-23.5% | $64,186-11.1% |
| Participation rate | 70.0% | 61.1%+8.9pp | 69.1%+0.9pp | 69.6%+0.4pp |
| Annual return | -5.12% | -1.86%-3.3pp | 32.53%-37.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,977 | $1,115+77.3% | $1,961+0.8% | $2,381-17.0% |
| Participant deferral / active EE | $4,240 | $2,301+84.2% | $3,108+36.4% | $3,470+22.2% |
| Admin fee / account holder | $3,360 | $4,223-20.4% | $5,060-33.6% | $4,888-31.3% |