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 | $232,004 | $97,757+137.3% | $83,848+176.7% | $135,375+71.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.74% | 1287.37%-1292.1pp | 850.88%-855.6pp | 519.73%-524.5pp |
| Employer contribution / active EE | $4,712 | $4,222+11.6% | $3,631+29.8% | $4,779-1.4% |
| Participant deferral / active EE | $5,302 | $4,682+13.2% | $4,082+29.9% | $5,609-5.5% |
| Admin fee / account holder | $7,038 | $6,674+5.5% | $5,478+28.5% | $10,827-35.0% |