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 | $183,569 | $92,703+98.0% | $82,719+121.9% | $134,475+36.5% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.2pp | 81.2%-8.5pp |
| Annual return | -18.95% | 944.92%-963.9pp | 701.18%-720.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,685 | $3,274-48.5% | $3,009-44.0% | $4,740-64.5% |
| Participant deferral / active EE | $4,590 | $4,802-4.4% | $4,395+4.4% | $6,400-28.3% |
| Admin fee / account holder | $723 | $5,983-87.9% | $5,329-86.4% | $11,426-93.7% |