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 | $34,206 | $209,411-83.7% | $178,490-80.8% | $158,922-78.5% |
| Participation rate | 76.9% | 86.3%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 12.82% | 188.75%-175.9pp | 151.07%-138.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $2,046 | $5,706-64.1% | $5,011-59.2% | $4,761-57.0% |
| Participant deferral / active EE | $4,244 | $5,954-28.7% | $5,202-18.4% | $5,982-29.1% |
| Admin fee / account holder | $839 | $17,074-95.1% | $13,984-94.0% | $11,246-92.5% |