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 | $39,864 | $202,318-80.3% | $172,739-76.9% | $152,861-73.9% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 22.24% | 1029.65%-1007.4pp | 802.84%-780.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,162 | $5,856-63.1% | $5,143-58.0% | $4,762-54.6% |
| Participant deferral / active EE | $3,231 | $5,948-45.7% | $5,198-37.8% | $5,850-44.8% |
| Admin fee / account holder | $2,689 | $17,109-84.3% | $13,954-80.7% | $11,596-76.8% |