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 | $224,870 | $138,044+62.9% | $125,339+79.4% | $134,475+67.2% |
| Participation rate | 76.5% | 84.5%-8.0pp | 82.4%-5.9pp | 81.2%-4.8pp |
| Annual return | -17.24% | 750.33%-767.6pp | 572.05%-589.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $10,025 | $5,243+91.2% | $4,814+108.3% | $4,740+111.5% |
| Participant deferral / active EE | $6,654 | $7,799-14.7% | $7,446-10.6% | $6,400+4.0% |
| Admin fee / account holder | $1,193 | $11,571-89.7% | $10,010-88.1% | $11,426-89.6% |