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 | $171,396 | $138,044+24.2% | $125,339+36.7% | $134,475+27.5% |
| Participation rate | 72.2% | 84.5%-12.3pp | 82.4%-10.1pp | 81.2%-9.0pp |
| Annual return | -18.45% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,111 | $5,243-78.8% | $4,814-76.9% | $4,740-76.6% |
| Participant deferral / active EE | $9,164 | $7,799+17.5% | $7,446+23.1% | $6,400+43.2% |
| Admin fee / account holder | $6,280 | $11,571-45.7% | $10,010-37.3% | $11,426-45.0% |