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 | $50,889 | $138,044-63.1% | $125,339-59.4% | $134,475-62.2% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.3pp |
| Annual return | -13.70% | 750.33%-764.0pp | 572.05%-585.8pp | 417.96%-431.7pp |
| Employer contribution / active EE | $4,403 | $5,243-16.0% | $4,814-8.5% | $4,740-7.1% |
| Participant deferral / active EE | $10,781 | $7,799+38.2% | $7,446+44.8% | $6,400+68.5% |
| Admin fee / account holder | $19,307 | $11,571+66.9% | $10,010+92.9% | $11,426+69.0% |