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 5-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 | $174,811 | $138,044+26.6% | $125,339+39.5% | $134,475+30.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -13.32% | 750.33%-763.6pp | 572.05%-585.4pp | 417.96%-431.3pp |
| Employer contribution / active EE | $4,311 | $5,243-17.8% | $4,814-10.4% | $4,740-9.0% |
| Participant deferral / active EE | $6,110 | $7,799-21.7% | $7,446-17.9% | $6,400-4.5% |
| Admin fee / account holder | $654 | $11,571-94.4% | $10,010-93.5% | $11,426-94.3% |