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 | $167,781 | $138,065+21.5% | $123,544+35.8% | $135,375+23.9% |
| Participation rate | 95.8% | 84.7%+11.1pp | 82.3%+13.5pp | 82.6%+13.2pp |
| Annual return | -7.35% | 153.68%-161.0pp | 119.20%-126.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $3,187 | $5,151-38.1% | $4,628-31.1% | $4,779-33.3% |
| Participant deferral / active EE | $6,361 | $6,799-6.5% | $6,426-1.0% | $5,609+13.4% |
| Admin fee / account holder | $4,396 | $10,916-59.7% | $9,284-52.6% | $10,827-59.4% |