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 | $188,035 | $138,065+36.2% | $123,544+52.2% | $135,375+38.9% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -5.34% | 153.68%-159.0pp | 119.20%-124.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $3,202 | $5,151-37.8% | $4,628-30.8% | $4,779-33.0% |
| Participant deferral / active EE | $7,771 | $6,799+14.3% | $6,426+20.9% | $5,609+38.5% |
| Admin fee / account holder | $14,517 | $10,916+33.0% | $9,284+56.4% | $10,827+34.1% |