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 5-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 | $34,992 | $138,044-74.7% | $125,339-72.1% | $134,475-74.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -12.82% | 750.33%-763.1pp | 572.05%-584.9pp | 417.96%-430.8pp |
| Employer contribution / active EE | $14,147 | $5,243+169.8% | $4,814+193.9% | $4,740+198.5% |
| Participant deferral / active EE | $7,714 | $7,799-1.1% | $7,446+3.6% | $6,400+20.5% |
| Admin fee / account holder | $455 | $11,571-96.1% | $10,010-95.5% | $11,426-96.0% |