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 | $177,380 | $97,757+81.5% | $83,848+111.5% | $135,375+31.0% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -6.07% | 1287.37%-1293.4pp | 850.88%-856.9pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,704 | $4,222-59.6% | $3,631-53.1% | $4,779-64.3% |
| Participant deferral / active EE | $3,803 | $4,682-18.8% | $4,082-6.8% | $5,609-32.2% |
| Admin fee / account holder | $9,516 | $6,674+42.6% | $5,478+73.7% | $10,827-12.1% |