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 | $194,588 | $138,044+41.0% | $125,339+55.2% | $134,475+44.7% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -16.49% | 750.33%-766.8pp | 572.05%-588.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $6,618 | $5,243+26.2% | $4,814+37.5% | $4,740+39.6% |
| Participant deferral / active EE | $8,162 | $7,799+4.7% | $7,446+9.6% | $6,400+27.5% |
| Admin fee / account holder | $4,043 | $11,571-65.1% | $10,010-59.6% | $11,426-64.6% |