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 | $32,276 | $142,405-77.3% | $115,157-72.0% | $152,861-78.9% |
| Participation rate | 75.0% | 82.4%-7.4pp | 75.9%-0.9pp | 82.4%-7.4pp |
| Annual return | 21.08% | 41.48%-20.4pp | 35.60%-14.5pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,308 | $4,010-67.4% | $3,179-58.9% | $4,762-72.5% |
| Participant deferral / active EE | $1,711 | $5,164-66.9% | $4,168-58.9% | $5,850-70.7% |
| Admin fee / account holder | $1,746 | $8,462-79.4% | $7,088-75.4% | $11,596-84.9% |