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 | $45,884 | $159,602-71.3% | $150,045-69.4% | $142,382-67.8% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 19.16% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,265 | $4,961-54.3% | $4,693-51.7% | $4,299-47.3% |
| Participant deferral / active EE | $4,926 | $8,310-40.7% | $7,997-38.4% | $6,507-24.3% |
| Admin fee / account holder | $603 | $14,846-95.9% | $13,435-95.5% | $12,624-95.2% |