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 | $213,942 | $135,635+57.7% | $110,238+94.1% | $135,375+58.0% |
| Participation rate | 94.7% | 83.5%+11.3pp | 79.8%+14.9pp | 82.6%+12.1pp |
| Annual return | -7.60% | 513.19%-520.8pp | 314.74%-322.3pp | 519.73%-527.3pp |
| Employer contribution / active EE | $7,206 | $4,906+46.9% | $3,826+88.3% | $4,779+50.8% |
| Participant deferral / active EE | $13,512 | $5,506+145.4% | $4,672+189.2% | $5,609+140.9% |
| Admin fee / account holder | $1,230 | $11,457-89.3% | $8,547-85.6% | $10,827-88.6% |