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 | $44,315 | $157,256-71.8% | $141,162-68.6% | $152,861-71.0% |
| Participation rate | 82.6% | 84.8%-2.2pp | 82.5%+0.1pp | 82.4%+0.2pp |
| Annual return | 30.06% | 64.32%-34.3pp | 71.39%-41.3pp | 345.32%-315.3pp |
| Employer contribution / active EE | $2,028 | $5,261-61.5% | $4,735-57.2% | $4,762-57.4% |
| Participant deferral / active EE | $5,477 | $7,109-23.0% | $6,709-18.4% | $5,850-6.4% |
| Admin fee / account holder | $924 | $12,120-92.4% | $10,261-91.0% | $11,596-92.0% |