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 | $57,204 | $202,318-71.7% | $172,739-66.9% | $152,861-62.6% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 21.09% | 1029.65%-1008.6pp | 802.84%-781.8pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,855 | $5,856-68.3% | $5,143-63.9% | $4,762-61.1% |
| Participant deferral / active EE | $5,106 | $5,948-14.2% | $5,198-1.8% | $5,850-12.7% |
| Admin fee / account holder | $859 | $17,109-95.0% | $13,954-93.8% | $11,596-92.6% |