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 | $73,490 | $138,044-46.8% | $125,339-41.4% | $134,475-45.4% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -14.85% | 750.33%-765.2pp | 572.05%-586.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,552 | $5,243-70.4% | $4,814-67.8% | $4,740-67.3% |
| Participant deferral / active EE | $2,561 | $7,799-67.2% | $7,446-65.6% | $6,400-60.0% |
| Admin fee / account holder | $1,434 | $11,571-87.6% | $10,010-85.7% | $11,426-87.5% |