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 | $174,684 | $138,065+26.5% | $123,544+41.4% | $135,375+29.0% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -2.61% | 153.68%-156.3pp | 119.20%-121.8pp | 519.73%-522.3pp |
| Employer contribution / active EE | $5,646 | $5,151+9.6% | $4,628+22.0% | $4,779+18.1% |
| Participant deferral / active EE | $10,386 | $6,799+52.7% | $6,426+61.6% | $5,609+85.2% |
| Admin fee / account holder | $79,212 | $10,916+625.7% | $9,284+753.2% | $10,827+631.6% |