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 | $137,675 | $105,181+30.9% | $159,436-13.6% | $85,850+60.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $5,636 | $3,318+69.8% | $4,829+16.7% | $2,565+119.7% |
| Participant deferral / active EE | $10,755 | $5,945+80.9% | $7,352+46.3% | $3,952+172.2% |
| Admin fee / account holder | $54,009 | $6,933+679.0% | $10,799+400.2% | $6,260+762.8% |