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 | $53,606 | $138,044-61.2% | $125,339-57.2% | $134,475-60.1% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -20.51% | 750.33%-770.8pp | 572.05%-592.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $3,225 | $5,243-38.5% | $4,814-33.0% | $4,740-32.0% |
| Participant deferral / active EE | $8,327 | $7,799+6.8% | $7,446+11.8% | $6,400+30.1% |
| Admin fee / account holder | $548 | $11,571-95.3% | $10,010-94.5% | $11,426-95.2% |