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 | $48,780 | $157,256-69.0% | $141,162-65.4% | $152,861-68.1% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 24.84% | 64.32%-39.5pp | 71.39%-46.6pp | 345.32%-320.5pp |
| Employer contribution / active EE | $3,916 | $5,261-25.6% | $4,735-17.3% | $4,762-17.8% |
| Participant deferral / active EE | $3,457 | $7,109-51.4% | $6,709-48.5% | $5,850-40.9% |
| Admin fee / account holder | $1,740 | $12,120-85.6% | $10,261-83.0% | $11,596-85.0% |