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 9-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 | $52,105 | $138,044-62.3% | $125,339-58.4% | $134,475-61.3% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -20.25% | 750.33%-770.6pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,970 | $5,243-43.4% | $4,814-38.3% | $4,740-37.3% |
| Participant deferral / active EE | $13,739 | $7,799+76.2% | $7,446+84.5% | $6,400+114.7% |
| Admin fee / account holder | $6,935 | $11,571-40.1% | $10,010-30.7% | $11,426-39.3% |