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 | $156,602 | $92,703+68.9% | $82,719+89.3% | $134,475+16.5% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -12.53% | 944.92%-957.5pp | 701.18%-713.7pp | 417.96%-430.5pp |
| Employer contribution / active EE | $4,412 | $3,274+34.8% | $3,009+46.6% | $4,740-6.9% |
| Participant deferral / active EE | $3,600 | $4,802-25.0% | $4,395-18.1% | $6,400-43.8% |
| Admin fee / account holder | $5,985 | $5,9830% | $5,329+12.3% | $11,426-47.6% |