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 | $171,143 | $135,635+26.2% | $110,238+55.2% | $135,375+26.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.54% | 513.19%-517.7pp | 314.74%-319.3pp | 519.73%-524.3pp |
| Employer contribution / active EE | $3,153 | $4,906-35.7% | $3,826-17.6% | $4,779-34.0% |
| Participant deferral / active EE | $5,584 | $5,506+1.4% | $4,672+19.5% | $5,609-0.4% |
| Admin fee / account holder | $17,582 | $11,457+53.5% | $8,547+105.7% | $10,827+62.4% |