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 | $39,713 | $181,894-78.2% | $156,549-74.6% | $273,961-85.5% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 10.90% | 30.74%-19.8pp | 32.23%-21.3pp | 41.45%-30.6pp |
| Employer contribution / active EE | $3,460 | $6,248-44.6% | $5,501-37.1% | $4,869-28.9% |
| Participant deferral / active EE | $4,048 | $5,550-27.1% | $4,871-16.9% | $5,287-23.4% |
| Admin fee / account holder | $313 | $15,559-98.0% | $13,027-97.6% | $10,132-96.9% |