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 | $67,352 | $138,044-51.2% | $125,339-46.3% | $134,475-49.9% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -18.75% | 750.33%-769.1pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $5,960 | $5,243+13.7% | $4,814+23.8% | $4,740+25.7% |
| Participant deferral / active EE | $5,945 | $7,799-23.8% | $7,446-20.2% | $6,400-7.1% |
| Admin fee / account holder | $6,708 | $11,571-42.0% | $10,010-33.0% | $11,426-41.3% |