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 | $41,897 | $202,318-79.3% | $172,739-75.7% | $152,861-72.6% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 28.46% | 1029.65%-1001.2pp | 802.84%-774.4pp | 345.32%-316.9pp |
| Employer contribution / active EE | $1,998 | $5,856-65.9% | $5,143-61.2% | $4,762-58.0% |
| Participant deferral / active EE | $3,478 | $5,948-41.5% | $5,198-33.1% | $5,850-40.5% |
| Admin fee / account holder | $895 | $17,109-94.8% | $13,954-93.6% | $11,596-92.3% |