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 | $163,630 | $90,600+80.6% | $79,464+105.9% | $135,375+20.9% |
| Participation rate | 92.9% | 76.0%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | -8.19% | 977.43%-985.6pp | 718.14%-726.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $10,154 | $3,068+231.0% | $2,800+262.6% | $4,779+112.5% |
| Participant deferral / active EE | $4,153 | $4,050+2.5% | $3,704+12.1% | $5,609-26.0% |
| Admin fee / account holder | $10,512 | $5,907+78.0% | $5,113+105.6% | $10,827-2.9% |