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 4-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 | $43,195 | $165,984-74.0% | $164,813-73.8% | $145,922-70.4% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.6%0pp | 80.3%-1.7pp |
| Annual return | 412.42% | 100.03%+312.4pp | 69.93%+342.5pp | 561.29%-148.9pp |
| Employer contribution / active EE | $3,086 | $5,273-41.5% | $4,341-28.9% | $4,660-33.8% |
| Participant deferral / active EE | $8,258 | $6,959+18.7% | $6,031+36.9% | $6,688+23.5% |
| Admin fee / account holder | $588 | $16,648-96.5% | $12,690-95.4% | $13,397-95.6% |