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 5-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 | $21,126 | $138,044-84.7% | $125,339-83.1% | $134,475-84.3% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -15.61% | 750.33%-765.9pp | 572.05%-587.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $4,312 | $5,243-17.8% | $4,814-10.4% | $4,740-9.0% |
| Participant deferral / active EE | $11,897 | $7,799+52.6% | $7,446+59.8% | $6,400+85.9% |
| Admin fee / account holder | $1,930 | $11,571-83.3% | $10,010-80.7% | $11,426-83.1% |