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 | $224,528 | $138,044+62.6% | $125,339+79.1% | $134,475+67.0% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -16.05% | 750.33%-766.4pp | 572.05%-588.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,055 | $5,243-60.8% | $4,814-57.3% | $4,740-56.6% |
| Participant deferral / active EE | $7,575 | $7,799-2.9% | $7,446+1.7% | $6,400+18.4% |
| Admin fee / account holder | $3,346 | $11,571-71.1% | $10,010-66.6% | $11,426-70.7% |