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 | $34,302 | $157,256-78.2% | $141,162-75.7% | $152,861-77.6% |
| Participation rate | 79.2% | 84.8%-5.7pp | 82.5%-3.3pp | 82.4%-3.3pp |
| Annual return | 35.37% | 64.32%-29.0pp | 71.39%-36.0pp | 345.32%-309.9pp |
| Employer contribution / active EE | $2,567 | $5,261-51.2% | $4,735-45.8% | $4,762-46.1% |
| Participant deferral / active EE | $3,949 | $7,109-44.5% | $6,709-41.1% | $5,850-32.5% |
| Admin fee / account holder | $3,903 | $12,120-67.8% | $10,261-62.0% | $11,596-66.3% |