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 | $35,018 | $157,256-77.7% | $141,162-75.2% | $152,861-77.1% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.4%-0.1pp |
| Annual return | 24.26% | 64.32%-40.1pp | 71.39%-47.1pp | 345.32%-321.1pp |
| Employer contribution / active EE | $2,130 | $5,261-59.5% | $4,735-55.0% | $4,762-55.3% |
| Participant deferral / active EE | $3,944 | $7,109-44.5% | $6,709-41.2% | $5,850-32.6% |
| Admin fee / account holder | $10,432 | $12,120-13.9% | $10,261+1.7% | $11,596-10.0% |