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 | $34,449 | $105,859-67.5% | $90,160-61.8% | $147,584-76.7% |
| Participation rate | 73.3% | 79.7%-6.4pp | 76.9%-3.5pp | 82.8%-9.5pp |
| Annual return | 19.86% | 37.63%-17.8pp | 34.88%-15.0pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,963 | $4,126-52.4% | $3,318-40.8% | $4,876-59.7% |
| Participant deferral / active EE | $4,199 | $5,733-26.8% | $5,288-20.6% | $5,439-22.8% |
| Admin fee / account holder | $2,351 | $8,046-70.8% | $5,943-60.4% | $10,885-78.4% |