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 | $175,800 | $180,449-2.6% | $154,107+14.1% | $135,375+29.9% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -3.18% | 888.09%-891.3pp | 735.12%-738.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $2,595 | $6,035-57.0% | $5,298-51.0% | $4,779-45.7% |
| Participant deferral / active EE | $8,041 | $5,806+38.5% | $5,081+58.3% | $5,609+43.4% |
| Admin fee / account holder | $665 | $16,143-95.9% | $13,411-95.0% | $10,827-93.9% |