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 | $29,808 | $157,256-81.0% | $141,162-78.9% | $152,861-80.5% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.4%-12.4pp |
| Annual return | 37.68% | 64.32%-26.6pp | 71.39%-33.7pp | 345.32%-307.6pp |
| Employer contribution / active EE | $2,985 | $5,261-43.3% | $4,735-37.0% | $4,762-37.3% |
| Participant deferral / active EE | $7,367 | $7,109+3.6% | $6,709+9.8% | $5,850+25.9% |
| Admin fee / account holder | $1,267 | $12,120-89.5% | $10,261-87.7% | $11,596-89.1% |