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 | $140,971 | $138,044+2.1% | $125,339+12.5% | $134,475+4.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -20.50% | 750.33%-770.8pp | 572.05%-592.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,935 | $5,243-63.1% | $4,814-59.8% | $4,740-59.2% |
| Participant deferral / active EE | $14,316 | $7,799+83.6% | $7,446+92.3% | $6,400+123.7% |
| Admin fee / account holder | $4,253 | $11,571-63.2% | $10,010-57.5% | $11,426-62.8% |