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 | $60,443 | $72,177-16.3% | $115,037-47.5% | $59,632+1.4% |
| Participation rate | 86.7% | 72.6%+14.1pp | 81.4%+5.3pp | 68.7%+18.0pp |
| Annual return | 1.71% | 12.02%-10.3pp | 26.14%-24.4pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $3,550 | $2,841+24.9% | $4,608-23.0% | $2,203+61.2% |
| Participant deferral / active EE | $4,012 | $4,783-16.1% | $6,026-33.4% | $3,192+25.7% |
| Admin fee / account holder | $2,141 | $4,927-56.6% | $8,175-73.8% | $4,297-50.2% |