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 | $125,743 | $138,044-8.9% | $125,339+0.3% | $134,475-6.5% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -10.72% | 750.33%-761.0pp | 572.05%-582.8pp | 417.96%-428.7pp |
| Employer contribution / active EE | $1,140 | $5,243-78.3% | $4,814-76.3% | $4,740-76.0% |
| Participant deferral / active EE | $9,506 | $7,799+21.9% | $7,446+27.7% | $6,400+48.5% |
| Admin fee / account holder | $65,867 | $11,571+469.2% | $10,010+558.0% | $11,426+476.5% |