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 | $158,170 | $138,044+14.6% | $125,339+26.2% | $134,475+17.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.05% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $5,384 | $5,243+2.7% | $4,814+11.8% | $4,740+13.6% |
| Participant deferral / active EE | $6,081 | $7,799-22.0% | $7,446-18.3% | $6,400-5.0% |
| Admin fee / account holder | $1,253 | $11,571-89.2% | $10,010-87.5% | $11,426-89.0% |