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 | $50,558 | $138,044-63.4% | $125,339-59.7% | $134,475-62.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.74% | 750.33%-766.1pp | 572.05%-587.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $8,470 | $5,243+61.5% | $4,814+75.9% | $4,740+78.7% |
| Participant deferral / active EE | $23,515 | $7,799+201.5% | $7,446+215.8% | $6,400+267.4% |
| Admin fee / account holder | $2,497 | $11,571-78.4% | $10,010-75.0% | $11,426-78.1% |