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 | $44,389 | $135,952-67.3% | $123,892-64.2% | $273,961-83.8% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 8.24% | 56.63%-48.4pp | 47.52%-39.3pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,691 | $5,170-67.3% | $4,617-63.4% | $4,869-65.3% |
| Participant deferral / active EE | $7,238 | $6,343+14.1% | $5,984+20.9% | $5,287+36.9% |
| Admin fee / account holder | $654 | $9,817-93.3% | $8,357-92.2% | $10,132-93.5% |