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 | $49,941 | $172,111-71.0% | $150,298-66.8% | $137,256-63.6% |
| Participation rate | 72.7% | 81.7%-9.0pp | 77.8%-5.0pp | 80.0%-7.2pp |
| Annual return | 19.29% | 69.37%-50.1pp | 62.79%-43.5pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,494 | $4,636-46.2% | $4,154-40.0% | $4,156-40.0% |
| Participant deferral / active EE | $4,782 | $6,166-22.4% | $5,453-12.3% | $6,407-25.4% |
| Admin fee / account holder | $472 | $16,471-97.1% | $14,116-96.7% | $12,270-96.2% |