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 | $162,253 | $129,942+24.9% | $104,294+55.6% | $134,475+20.7% |
| Participation rate | 77.8% | 79.5%-1.7pp | 73.3%+4.5pp | 81.2%-3.4pp |
| Annual return | -12.64% | 42.03%-54.7pp | 24.61%-37.3pp | 417.96%-430.6pp |
| Employer contribution / active EE | $4,583 | $4,184+9.5% | $3,372+35.9% | $4,740-3.3% |
| Participant deferral / active EE | $2,439 | $5,588-56.4% | $4,625-47.3% | $6,400-61.9% |
| Admin fee / account holder | $151,678 | $9,323+1526.9% | $7,339+1966.6% | $11,426+1227.5% |