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 | $97,008 | $92,703+4.6% | $82,719+17.3% | $134,475-27.9% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -12.24% | 944.92%-957.2pp | 701.18%-713.4pp | 417.96%-430.2pp |
| Employer contribution / active EE | $3,203 | $3,274-2.2% | $3,009+6.4% | $4,740-32.4% |
| Participant deferral / active EE | $6,865 | $4,802+43.0% | $4,395+56.2% | $6,400+7.3% |
| Admin fee / account holder | $55,773 | $5,983+832.3% | $5,329+946.6% | $11,426+388.1% |