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 | $47,491 | $157,256-69.8% | $141,162-66.4% | $152,861-68.9% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 20.37% | 64.32%-44.0pp | 71.39%-51.0pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,051 | $5,261-61.0% | $4,735-56.7% | $4,762-56.9% |
| Participant deferral / active EE | $4,566 | $7,109-35.8% | $6,709-31.9% | $5,850-21.9% |
| Admin fee / account holder | $977 | $12,120-91.9% | $10,261-90.5% | $11,596-91.6% |