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 | $158,593 | $138,044+14.9% | $125,339+26.5% | $134,475+17.9% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.0pp | 81.2%-7.9pp |
| Annual return | -15.05% | 750.33%-765.4pp | 572.05%-587.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,677 | $5,243-68.0% | $4,814-65.2% | $4,740-64.6% |
| Participant deferral / active EE | $2,932 | $7,799-62.4% | $7,446-60.6% | $6,400-54.2% |
| Admin fee / account holder | $15,616 | $11,571+35.0% | $10,010+56.0% | $11,426+36.7% |