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 5-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 | $53,215 | $138,044-61.5% | $125,339-57.5% | $134,475-60.4% |
| Participation rate | 91.3% | 84.5%+6.8pp | 82.4%+8.9pp | 81.2%+10.1pp |
| Annual return | -19.53% | 750.33%-769.9pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $7,416 | $5,243+41.4% | $4,814+54.1% | $4,740+56.5% |
| Participant deferral / active EE | $10,846 | $7,799+39.1% | $7,446+45.7% | $6,400+69.5% |
| Admin fee / account holder | $3,914 | $11,571-66.2% | $10,010-60.9% | $11,426-65.7% |