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 | $143,804 | $138,044+4.2% | $125,339+14.7% | $134,475+6.9% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -12.58% | 750.33%-762.9pp | 572.05%-584.6pp | 417.96%-430.5pp |
| Employer contribution / active EE | $4,336 | $5,243-17.3% | $4,814-9.9% | $4,740-8.5% |
| Participant deferral / active EE | $7,595 | $7,799-2.6% | $7,446+2.0% | $6,400+18.7% |
| Admin fee / account holder | $1,500 | $11,571-87.0% | $10,010-85.0% | $11,426-86.9% |