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 | $147,775 | $180,449-18.1% | $154,107-4.1% | $135,375+9.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -5.57% | 888.09%-893.7pp | 735.12%-740.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $6,365 | $6,035+5.5% | $5,298+20.2% | $4,779+33.2% |
| Participant deferral / active EE | $3,935 | $5,806-32.2% | $5,081-22.5% | $5,609-29.8% |
| Admin fee / account holder | $3,623 | $16,143-77.6% | $13,411-73.0% | $10,827-66.5% |