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 | $144,562 | $90,600+59.6% | $79,464+81.9% | $135,375+6.8% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | -6.55% | 977.43%-984.0pp | 718.14%-724.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $5,748 | $3,068+87.3% | $2,800+105.2% | $4,779+20.3% |
| Participant deferral / active EE | $4,601 | $4,050+13.6% | $3,704+24.2% | $5,609-18.0% |
| Admin fee / account holder | $2,635 | $5,907-55.4% | $5,113-48.5% | $10,827-75.7% |