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 6-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 | $62,446 | $138,044-54.8% | $125,339-50.2% | $134,475-53.6% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -20.43% | 750.33%-770.8pp | 572.05%-592.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $3,685 | $5,243-29.7% | $4,814-23.5% | $4,740-22.3% |
| Participant deferral / active EE | $8,787 | $7,799+12.7% | $7,446+18.0% | $6,400+37.3% |
| Admin fee / account holder | $650 | $11,571-94.4% | $10,010-93.5% | $11,426-94.3% |