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 | $45,247 | $138,044-67.2% | $125,339-63.9% | $134,475-66.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.35% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,125 | $5,243-40.4% | $4,814-35.1% | $4,740-34.1% |
| Participant deferral / active EE | $11,110 | $7,799+42.5% | $7,446+49.2% | $6,400+73.6% |
| Admin fee / account holder | $2,140 | $11,571-81.5% | $10,010-78.6% | $11,426-81.3% |