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 | $49,863 | $109,327-54.4% | $89,391-44.2% | $158,922-68.6% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 43.60% | 345.68%-302.1pp | 245.62%-202.0pp | 302.83%-259.2pp |
| Employer contribution / active EE | $942 | $3,170-70.3% | $2,586-63.6% | $4,761-80.2% |
| Participant deferral / active EE | $2,497 | $4,598-45.7% | $3,890-35.8% | $5,982-58.3% |
| Admin fee / account holder | $3,085 | $6,153-49.9% | $4,881-36.8% | $11,246-72.6% |