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 | $120,044 | $138,044-13.0% | $125,339-4.2% | $134,475-10.7% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -16.99% | 750.33%-767.3pp | 572.05%-589.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $8,557 | $5,243+63.2% | $4,814+77.8% | $4,740+80.5% |
| Participant deferral / active EE | $2,687 | $7,799-65.5% | $7,446-63.9% | $6,400-58.0% |
| Admin fee / account holder | $1,169 | $11,571-89.9% | $10,010-88.3% | $11,426-89.8% |