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 | $76,633 | $138,044-44.5% | $125,339-38.9% | $134,475-43.0% |
| Participation rate | 95.2% | 84.5%+10.8pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -17.71% | 750.33%-768.0pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $8,856 | $5,243+68.9% | $4,814+84.0% | $4,740+86.8% |
| Participant deferral / active EE | $6,539 | $7,799-16.1% | $7,446-12.2% | $6,400+2.2% |
| Admin fee / account holder | $7,208 | $11,571-37.7% | $10,010-28.0% | $11,426-36.9% |