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 | $32,197 | $78,672-59.1% | $109,143-70.5% | $85,850-62.5% |
| Participation rate | 74.0% | 68.3%+5.7pp | 75.9%-1.9pp | 69.3%+4.7pp |
| Annual return | 20.17% | 25.09%-4.9pp | 25.75%-5.6pp | 318.53%-298.4pp |
| Employer contribution / active EE | $1,779 | $2,735-34.9% | $3,722-52.2% | $2,565-30.6% |
| Participant deferral / active EE | $2,435 | $3,467-29.8% | $4,653-47.7% | $3,952-38.4% |
| Admin fee / account holder | $1,485 | $5,469-72.9% | $6,752-78.0% | $6,260-76.3% |