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 | $25,593 | $165,335-84.5% | $149,696-82.9% | $158,922-83.9% |
| Participation rate | 78.3% | 84.6%-6.3pp | 82.5%-4.2pp | 82.0%-3.7pp |
| Annual return | 15.40% | 348.15%-332.7pp | 276.60%-261.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,252 | $5,103-75.5% | $4,644-73.0% | $4,761-73.7% |
| Participant deferral / active EE | $2,503 | $7,181-65.1% | $6,842-63.4% | $5,982-58.2% |
| Admin fee / account holder | $4,179 | $10,807-61.3% | $9,309-55.1% | $11,246-62.8% |