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 | $209,405 | $138,044+51.7% | $125,339+67.1% | $134,475+55.7% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -18.87% | 750.33%-769.2pp | 572.05%-590.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,010 | $5,243-42.6% | $4,814-37.5% | $4,740-36.5% |
| Participant deferral / active EE | $10,297 | $7,799+32.0% | $7,446+38.3% | $6,400+60.9% |
| Admin fee / account holder | $5,175 | $11,571-55.3% | $10,010-48.3% | $11,426-54.7% |