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 | $158,686 | $90,600+75.2% | $79,464+99.7% | $135,375+17.2% |
| Participation rate | 93.3% | 76.0%+17.3pp | 73.3%+20.0pp | 82.6%+10.7pp |
| Annual return | -6.10% | 977.43%-983.5pp | 718.14%-724.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $4,126 | $3,068+34.5% | $2,800+47.3% | $4,779-13.7% |
| Participant deferral / active EE | $8,099 | $4,050+100.0% | $3,704+118.7% | $5,609+44.4% |
| Admin fee / account holder | $1,094 | $5,907-81.5% | $5,113-78.6% | $10,827-89.9% |