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 | $225,109 | $180,449+24.7% | $154,107+46.1% | $135,375+66.3% |
| Participation rate | 94.7% | 87.4%+7.3pp | 83.0%+11.7pp | 82.6%+12.1pp |
| Annual return | -5.17% | 888.09%-893.3pp | 735.12%-740.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $6,447 | $6,035+6.8% | $5,298+21.7% | $4,779+34.9% |
| Participant deferral / active EE | $3,956 | $5,806-31.9% | $5,081-22.1% | $5,609-29.5% |
| Admin fee / account holder | $7,623 | $16,143-52.8% | $13,411-43.2% | $10,827-29.6% |