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 | $172,898 | $135,635+27.5% | $110,238+56.8% | $135,375+27.7% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | -0.55% | 513.19%-513.7pp | 314.74%-315.3pp | 519.73%-520.3pp |
| Employer contribution / active EE | $3,152 | $4,906-35.8% | $3,826-17.6% | $4,779-34.1% |
| Participant deferral / active EE | $5,080 | $5,506-7.8% | $4,672+8.7% | $5,609-9.4% |
| Admin fee / account holder | $38,172 | $11,457+233.2% | $8,547+346.6% | $10,827+252.6% |