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 | $122,749 | $99,640+23.2% | $86,436+42.0% | $134,475-8.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -14.50% | 6782.58%-6797.1pp | 4394.89%-4409.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $6,250 | $4,400+42.0% | $3,769+65.8% | $4,740+31.9% |
| Participant deferral / active EE | $7,368 | $7,246+1.7% | $6,952+6.0% | $6,400+15.1% |
| Admin fee / account holder | $4,025 | $8,371-51.9% | $6,731-40.2% | $11,426-64.8% |