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 | $144,005 | $90,600+58.9% | $79,464+81.2% | $135,375+6.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.49% | 977.43%-983.9pp | 718.14%-724.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,205 | $3,068-60.7% | $2,800-57.0% | $4,779-74.8% |
| Participant deferral / active EE | $2,816 | $4,050-30.5% | $3,704-24.0% | $5,609-49.8% |
| Admin fee / account holder | $4,990 | $5,907-15.5% | $5,113-2.4% | $10,827-53.9% |