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 | $47,129 | $148,534-68.3% | $135,903-65.3% | $139,434-66.2% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 17.12% | 79.19%-62.1pp | 68.23%-51.1pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,278 | $5,243-56.6% | $4,856-53.1% | $4,751-52.1% |
| Participant deferral / active EE | $3,710 | $8,100-54.2% | $7,758-52.2% | $6,710-44.7% |
| Admin fee / account holder | $4,195 | $12,400-66.2% | $10,762-61.0% | $11,403-63.2% |