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 | $40,526 | $124,281-67.4% | $109,143-62.9% | $167,490-75.8% |
| Participation rate | 72.7% | 79.4%-6.7pp | 75.9%-3.1pp | 82.1%-9.4pp |
| Annual return | 10.22% | 26.04%-15.8pp | 25.75%-15.5pp | 478.56%-468.3pp |
| Employer contribution / active EE | $916 | $4,207-78.2% | $3,722-75.4% | $4,837-81.1% |
| Participant deferral / active EE | $2,855 | $5,255-45.7% | $4,653-38.6% | $6,341-55.0% |
| Admin fee / account holder | $2,545 | $7,970-68.1% | $6,752-62.3% | $12,309-79.3% |