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 | $34,627 | $190,805-81.9% | $159,960-78.4% | $134,475-74.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 4.14% | 552.23%-548.1pp | 408.60%-404.5pp | 417.96%-413.8pp |
| Employer contribution / active EE | $802 | $4,995-83.9% | $4,226-81.0% | $4,740-83.1% |
| Participant deferral / active EE | $3,856 | $6,923-44.3% | $6,182-37.6% | $6,400-39.8% |
| Admin fee / account holder | $1,684 | $10,471-83.9% | $8,698-80.6% | $11,426-85.3% |