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 | $27,648 | $157,256-82.4% | $141,162-80.4% | $152,861-81.9% |
| Participation rate | 79.2% | 84.8%-5.7pp | 82.5%-3.3pp | 82.4%-3.3pp |
| Annual return | 23.72% | 64.32%-40.6pp | 71.39%-47.7pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,775 | $5,261-66.3% | $4,735-62.5% | $4,762-62.7% |
| Participant deferral / active EE | $4,084 | $7,109-42.5% | $6,709-39.1% | $5,850-30.2% |
| Admin fee / account holder | $855 | $12,120-92.9% | $10,261-91.7% | $11,596-92.6% |