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 | $45,113 | $114,381-60.6% | $107,525-58.0% | $142,382-68.3% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 12.49% | 242.71%-230.2pp | 181.32%-168.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,548 | $4,015-36.5% | $3,754-32.1% | $4,299-40.7% |
| Participant deferral / active EE | $4,425 | $5,564-20.5% | $5,116-13.5% | $6,507-32.0% |
| Admin fee / account holder | $657 | $9,860-93.3% | $8,919-92.6% | $12,624-94.8% |