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 | $42,933 | $115,770-62.9% | $101,248-57.6% | $158,922-73.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 13.87% | 56.14%-42.3pp | 46.47%-32.6pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,216 | $4,175-70.9% | $3,660-66.8% | $4,761-74.5% |
| Participant deferral / active EE | $1,520 | $4,957-69.3% | $4,370-65.2% | $5,982-74.6% |
| Admin fee / account holder | $527 | $7,245-92.7% | $5,945-91.1% | $11,246-95.3% |