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 | $44,087 | $138,044-68.1% | $125,339-64.8% | $134,475-67.2% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -7.96% | 750.33%-758.3pp | 572.05%-580.0pp | 417.96%-425.9pp |
| Employer contribution / active EE | $3,468 | $5,243-33.9% | $4,814-27.9% | $4,740-26.8% |
| Participant deferral / active EE | $9,156 | $7,799+17.4% | $7,446+23.0% | $6,400+43.1% |
| Admin fee / account holder | $18,792 | $11,571+62.4% | $10,010+87.7% | $11,426+64.5% |