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 | $183,759 | $138,044+33.1% | $125,339+46.6% | $134,475+36.6% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -20.02% | 750.33%-770.4pp | 572.05%-592.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $9,172 | $5,243+74.9% | $4,814+90.5% | $4,740+93.5% |
| Participant deferral / active EE | $13,672 | $7,799+75.3% | $7,446+83.6% | $6,400+113.6% |
| Admin fee / account holder | $6,014 | $11,571-48.0% | $10,010-39.9% | $11,426-47.4% |