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 | $230,643 | $138,044+67.1% | $125,339+84.0% | $134,475+71.5% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -16.81% | 750.33%-767.1pp | 572.05%-588.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $11,685 | $5,243+122.8% | $4,814+142.7% | $4,740+146.5% |
| Participant deferral / active EE | $11,289 | $7,799+44.8% | $7,446+51.6% | $6,400+76.4% |
| Admin fee / account holder | $7,381 | $11,571-36.2% | $10,010-26.3% | $11,426-35.4% |