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 | $161,690 | $135,635+19.2% | $110,238+46.7% | $135,375+19.4% |
| Participation rate | 84.2% | 83.5%+0.8pp | 79.8%+4.4pp | 82.6%+1.6pp |
| Annual return | -6.44% | 513.19%-519.6pp | 314.74%-321.2pp | 519.73%-526.2pp |
| Employer contribution / active EE | $3,686 | $4,906-24.9% | $3,826-3.7% | $4,779-22.9% |
| Participant deferral / active EE | $3,145 | $5,506-42.9% | $4,672-32.7% | $5,609-43.9% |
| Admin fee / account holder | $1,619 | $11,457-85.9% | $8,547-81.1% | $10,827-85.0% |