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 8-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 | $49,405 | $165,335-70.1% | $149,696-67.0% | $158,922-68.9% |
| Participation rate | 70.6% | 84.6%-14.0pp | 82.5%-11.9pp | 82.0%-11.4pp |
| Annual return | 10.44% | 348.15%-337.7pp | 276.60%-266.2pp | 302.83%-292.4pp |
| Employer contribution / active EE | $2,393 | $5,103-53.1% | $4,644-48.5% | $4,761-49.7% |
| Participant deferral / active EE | $4,108 | $7,181-42.8% | $6,842-40.0% | $5,982-31.3% |
| Admin fee / account holder | $21,107 | $10,807+95.3% | $9,309+126.7% | $11,246+87.7% |