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 | $170,005 | $138,044+23.2% | $125,339+35.6% | $134,475+26.4% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | 2.40% | 750.33%-747.9pp | 572.05%-569.7pp | 417.96%-415.6pp |
| Employer contribution / active EE | $3,333 | $5,243-36.4% | $4,814-30.8% | $4,740-29.7% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,446-100.0% | $6,400-100.0% |
| Admin fee / account holder | $7,445 | $11,571-35.7% | $10,010-25.6% | $11,426-34.8% |