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 | $169,438 | $138,044+22.7% | $125,339+35.2% | $134,475+26.0% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -15.33% | 750.33%-765.7pp | 572.05%-587.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,927 | $5,243-44.2% | $4,814-39.2% | $4,740-38.2% |
| Participant deferral / active EE | $9,747 | $7,799+25.0% | $7,446+30.9% | $6,400+52.3% |
| Admin fee / account holder | $1,284 | $11,571-88.9% | $10,010-87.2% | $11,426-88.8% |