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 | $169,477 | $135,635+25.0% | $110,238+53.7% | $135,375+25.2% |
| Participation rate | 78.9% | 83.5%-4.5pp | 79.8%-0.9pp | 82.6%-3.7pp |
| Annual return | -4.07% | 513.19%-517.3pp | 314.74%-318.8pp | 519.73%-523.8pp |
| Employer contribution / active EE | $2,026 | $4,906-58.7% | $3,826-47.1% | $4,779-57.6% |
| Participant deferral / active EE | $4,626 | $5,506-16.0% | $4,672-1.0% | $5,609-17.5% |
| Admin fee / account holder | $6,215 | $11,457-45.8% | $8,547-27.3% | $10,827-42.6% |