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 8-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 | $60,182 | $138,044-56.4% | $125,339-52.0% | $134,475-55.2% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -20.09% | 750.33%-770.4pp | 572.05%-592.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,117 | $5,243-78.7% | $4,814-76.8% | $4,740-76.4% |
| Participant deferral / active EE | $7,861 | $7,799+0.8% | $7,446+5.6% | $6,400+22.8% |
| Admin fee / account holder | $2,093 | $11,571-81.9% | $10,010-79.1% | $11,426-81.7% |