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 7-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 | $113,050 | $138,044-18.1% | $125,339-9.8% | $134,475-15.9% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -16.52% | 750.33%-766.8pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $8,127 | $5,243+55.0% | $4,814+68.8% | $4,740+71.5% |
| Participant deferral / active EE | $4,191 | $7,799-46.3% | $7,446-43.7% | $6,400-34.5% |
| Admin fee / account holder | $3,534 | $11,571-69.5% | $10,010-64.7% | $11,426-69.1% |