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 | $137,803 | $160,055-13.9% | $140,016-1.6% | $135,375+1.8% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.5%+4.8pp | 82.6%+9.7pp |
| Annual return | -3.10% | 911.38%-914.5pp | 651.12%-654.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $4,973 | $6,420-22.5% | $5,606-11.3% | $4,779+4.1% |
| Participant deferral / active EE | $10,815 | $7,642+41.5% | $6,927+56.1% | $5,609+92.8% |
| Admin fee / account holder | $28,535 | $13,328+114.1% | $10,705+166.5% | $10,827+163.5% |