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 | $189,571 | $92,703+104.5% | $82,719+129.2% | $134,475+41.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -18.02% | 944.92%-962.9pp | 701.18%-719.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,409 | $3,274-26.4% | $3,009-19.9% | $4,740-49.2% |
| Participant deferral / active EE | $6,996 | $4,802+45.7% | $4,395+59.2% | $6,400+9.3% |
| Admin fee / account holder | $841 | $5,983-85.9% | $5,329-84.2% | $11,426-92.6% |