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 | $43,081 | $138,044-68.8% | $125,339-65.6% | $134,475-68.0% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -17.01% | 750.33%-767.3pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,769 | $5,243-47.2% | $4,814-42.5% | $4,740-41.6% |
| Participant deferral / active EE | $7,353 | $7,799-5.7% | $7,446-1.3% | $6,400+14.9% |
| Admin fee / account holder | $5,448 | $11,571-52.9% | $10,010-45.6% | $11,426-52.3% |