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 | $199,712 | $152,509+31.0% | $117,472+70.0% | $134,475+48.5% |
| Participation rate | 94.4% | 77.1%+17.4pp | 70.6%+23.9pp | 81.2%+13.2pp |
| Annual return | -16.91% | 52.99%-69.9pp | 29.74%-46.6pp | 417.96%-434.9pp |
| Employer contribution / active EE | $9,314 | $5,571+67.2% | $4,176+123.0% | $4,740+96.5% |
| Participant deferral / active EE | $7,751 | $4,818+60.9% | $4,070+90.4% | $6,400+21.1% |
| Admin fee / account holder | $947 | $7,004-86.5% | $5,645-83.2% | $11,426-91.7% |