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 | $75,360 | $75,828-0.6% | $147,614-48.9% | $59,632+26.4% |
| Participation rate | 81.8% | 71.6%+10.3pp | 84.6%-2.8pp | 68.7%+13.1pp |
| Annual return | 1.41% | 0.37%+1.0pp | 61.98%-60.6pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $3,518 | $3,485+0.9% | $5,564-36.8% | $2,203+59.7% |
| Participant deferral / active EE | $4,191 | $3,130+33.9% | $4,895-14.4% | $3,192+31.3% |
| Admin fee / account holder | $3,542 | $5,985-40.8% | $11,611-69.5% | $4,297-17.6% |