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 | $211,136 | $138,044+52.9% | $125,339+68.5% | $134,475+57.0% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -16.44% | 750.33%-766.8pp | 572.05%-588.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $7,217 | $5,243+37.6% | $4,814+49.9% | $4,740+52.3% |
| Participant deferral / active EE | $8,828 | $7,799+13.2% | $7,446+18.6% | $6,400+37.9% |
| Admin fee / account holder | $5,805 | $11,571-49.8% | $10,010-42.0% | $11,426-49.2% |