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 | $47,805 | $135,952-64.8% | $123,892-61.4% | $273,961-82.6% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 20.93% | 56.63%-35.7pp | 47.52%-26.6pp | 41.45%-20.5pp |
| Employer contribution / active EE | $2,020 | $5,170-60.9% | $4,617-56.3% | $4,869-58.5% |
| Participant deferral / active EE | $4,949 | $6,343-22.0% | $5,984-17.3% | $5,287-6.4% |
| Admin fee / account holder | $1,154 | $9,817-88.2% | $8,357-86.2% | $10,132-88.6% |