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 | $94,186 | $159,602-41.0% | $150,045-37.2% | $142,382-33.9% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 21.13% | 70.24%-49.1pp | 62.55%-41.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,754 | $4,961-64.6% | $4,693-62.6% | $4,299-59.2% |
| Participant deferral / active EE | $4,812 | $8,310-42.1% | $7,997-39.8% | $6,507-26.1% |
| Admin fee / account holder | $1,275 | $14,846-91.4% | $13,435-90.5% | $12,624-89.9% |