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 | $44,046 | $209,411-79.0% | $178,490-75.3% | $158,922-72.3% |
| Participation rate | 73.7% | 86.3%-12.7pp | 81.9%-8.2pp | 82.0%-8.3pp |
| Annual return | 7.45% | 188.75%-181.3pp | 151.07%-143.6pp | 302.83%-295.4pp |
| Employer contribution / active EE | $1,777 | $5,706-68.9% | $5,011-64.5% | $4,761-62.7% |
| Participant deferral / active EE | $3,572 | $5,954-40.0% | $5,202-31.3% | $5,982-40.3% |
| Admin fee / account holder | $32,539 | $17,074+90.6% | $13,984+132.7% | $11,246+189.3% |