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 | $142,926 | $138,044+3.5% | $125,339+14.0% | $134,475+6.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.61% | 750.33%-765.9pp | 572.05%-587.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,603 | $5,243-50.4% | $4,814-45.9% | $4,740-45.1% |
| Participant deferral / active EE | $5,775 | $7,799-25.9% | $7,446-22.4% | $6,400-9.8% |
| Admin fee / account holder | $678 | $11,571-94.1% | $10,010-93.2% | $11,426-94.1% |