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 | $74,917 | $43,327+72.9% | $59,878+25.1% | $64,186+16.7% |
| Participation rate | 84.6% | 69.2%+15.4pp | 74.7%+9.9pp | 69.6%+15.0pp |
| Annual return | -6.29% | -1.55%-4.7pp | 3.46%-9.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,826 | $2,028-10.0% | $2,722-32.9% | $2,381-23.3% |
| Participant deferral / active EE | $3,469 | $2,546+36.3% | $3,402+2.0% | $3,4700% |
| Admin fee / account holder | $1,138 | $3,005-62.1% | $3,590-68.3% | $4,888-76.7% |