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 | $191,632 | $138,044+38.8% | $125,339+52.9% | $134,475+42.5% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -16.96% | 750.33%-767.3pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,531 | $5,243-70.8% | $4,814-68.2% | $4,740-67.7% |
| Participant deferral / active EE | $5,513 | $7,799-29.3% | $7,446-26.0% | $6,400-13.9% |
| Admin fee / account holder | $63,145 | $11,571+445.7% | $10,010+530.9% | $11,426+452.6% |