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 | $34,143 | $183,963-81.4% | $162,163-78.9% | $152,861-77.7% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.6%-9.8pp | 82.4%-4.7pp |
| Annual return | 25.82% | 150.76%-124.9pp | 115.59%-89.8pp | 345.32%-319.5pp |
| Employer contribution / active EE | $2,716 | $6,371-57.4% | $5,614-51.6% | $4,762-43.0% |
| Participant deferral / active EE | $5,045 | $8,034-37.2% | $7,298-30.9% | $5,850-13.8% |
| Admin fee / account holder | $523 | $13,121-96.0% | $10,843-95.2% | $11,596-95.5% |