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 | $153,552 | $138,065+11.2% | $123,544+24.3% | $135,375+13.4% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -6.65% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $5,013 | $5,151-2.7% | $4,628+8.3% | $4,779+4.9% |
| Participant deferral / active EE | $9,462 | $6,799+39.2% | $6,426+47.3% | $5,609+68.7% |
| Admin fee / account holder | $1,523 | $10,916-86.0% | $9,284-83.6% | $10,827-85.9% |