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 | $92,944 | $138,044-32.7% | $125,339-25.8% | $134,475-30.9% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -15.70% | 750.33%-766.0pp | 572.05%-587.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $9,603 | $5,243+83.1% | $4,814+99.5% | $4,740+102.6% |
| Participant deferral / active EE | $9,017 | $7,799+15.6% | $7,446+21.1% | $6,400+40.9% |
| Admin fee / account holder | $4,623 | $11,571-60.1% | $10,010-53.8% | $11,426-59.5% |