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 | $50,286 | $138,044-63.6% | $125,339-59.9% | $134,475-62.6% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -14.13% | 750.33%-764.5pp | 572.05%-586.2pp | 417.96%-432.1pp |
| Employer contribution / active EE | $4,183 | $5,243-20.2% | $4,814-13.1% | $4,740-11.7% |
| Participant deferral / active EE | $9,826 | $7,799+26.0% | $7,446+32.0% | $6,400+53.5% |
| Admin fee / account holder | $1,736 | $11,571-85.0% | $10,010-82.7% | $11,426-84.8% |