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 | $215,409 | $138,044+56.0% | $125,339+71.9% | $134,475+60.2% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -17.12% | 750.33%-767.4pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,764 | $5,243-9.2% | $4,814-1.0% | $4,740+0.5% |
| Participant deferral / active EE | $11,332 | $7,799+45.3% | $7,446+52.2% | $6,400+77.1% |
| Admin fee / account holder | $6,457 | $11,571-44.2% | $10,010-35.5% | $11,426-43.5% |