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 | $228,315 | $160,055+42.6% | $140,016+63.1% | $135,375+68.7% |
| Participation rate | 89.5% | 88.5%+1.0pp | 87.5%+2.0pp | 82.6%+6.8pp |
| Annual return | -2.94% | 911.38%-914.3pp | 651.12%-654.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $1,966 | $6,420-69.4% | $5,606-64.9% | $4,779-58.9% |
| Participant deferral / active EE | $4,661 | $7,642-39.0% | $6,927-32.7% | $5,609-16.9% |
| Admin fee / account holder | $42,145 | $13,328+216.2% | $10,705+293.7% | $10,827+289.3% |