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 | $135,140 | $138,044-2.1% | $125,339+7.8% | $134,475+0.5% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -17.32% | 750.33%-767.6pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $10,185 | $5,243+94.2% | $4,814+111.6% | $4,740+114.9% |
| Participant deferral / active EE | $7,829 | $7,799+0.4% | $7,446+5.1% | $6,400+22.3% |
| Admin fee / account holder | $3,100 | $11,571-73.2% | $10,010-69.0% | $11,426-72.9% |