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 | $83,959 | $202,318-58.5% | $172,739-51.4% | $152,861-45.1% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 25.11% | 1029.65%-1004.5pp | 802.84%-777.7pp | 345.32%-320.2pp |
| Employer contribution / active EE | $1,402 | $5,856-76.1% | $5,143-72.7% | $4,762-70.6% |
| Participant deferral / active EE | $2,860 | $5,948-51.9% | $5,198-45.0% | $5,850-51.1% |
| Admin fee / account holder | $639 | $17,109-96.3% | $13,954-95.4% | $11,596-94.5% |