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 | $190,837 | $138,044+38.2% | $125,339+52.3% | $134,475+41.9% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -17.27% | 750.33%-767.6pp | 572.05%-589.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,232 | $5,243-57.4% | $4,814-53.6% | $4,740-52.9% |
| Participant deferral / active EE | $8,293 | $7,799+6.3% | $7,446+11.4% | $6,400+29.6% |
| Admin fee / account holder | $15,412 | $11,571+33.2% | $10,010+54.0% | $11,426+34.9% |