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 | $50,311 | $165,335-69.6% | $149,696-66.4% | $158,922-68.3% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 15.66% | 348.15%-332.5pp | 276.60%-260.9pp | 302.83%-287.2pp |
| Employer contribution / active EE | $2,430 | $5,103-52.4% | $4,644-47.7% | $4,761-49.0% |
| Participant deferral / active EE | $4,663 | $7,181-35.1% | $6,842-31.8% | $5,982-22.1% |
| Admin fee / account holder | $1,144 | $10,807-89.4% | $9,309-87.7% | $11,246-89.8% |