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 | $35,736 | $183,963-80.6% | $162,163-78.0% | $152,861-76.6% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.4%-11.0pp |
| Annual return | 16.83% | 150.76%-133.9pp | 115.59%-98.8pp | 345.32%-328.5pp |
| Employer contribution / active EE | $1,419 | $6,371-77.7% | $5,614-74.7% | $4,762-70.2% |
| Participant deferral / active EE | $3,824 | $8,034-52.4% | $7,298-47.6% | $5,850-34.6% |
| Admin fee / account holder | $2,840 | $13,121-78.4% | $10,843-73.8% | $11,596-75.5% |