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 | $108,943 | $180,449-39.6% | $154,107-29.3% | $135,375-19.5% |
| Participation rate | 95.5% | 87.4%+8.0pp | 83.0%+12.4pp | 82.6%+12.8pp |
| Annual return | -5.10% | 888.09%-893.2pp | 735.12%-740.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,865 | $6,035-52.5% | $5,298-45.9% | $4,779-40.1% |
| Participant deferral / active EE | $6,486 | $5,806+11.7% | $5,081+27.7% | $5,609+15.6% |
| Admin fee / account holder | $50,226 | $16,143+211.1% | $13,411+274.5% | $10,827+363.9% |