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 | $141,279 | $138,065+2.3% | $123,544+14.4% | $135,375+4.4% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -6.63% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,664 | $5,151-48.3% | $4,628-42.4% | $4,779-44.2% |
| Participant deferral / active EE | $9,791 | $6,799+44.0% | $6,426+52.4% | $5,609+74.6% |
| Admin fee / account holder | $8,103 | $10,916-25.8% | $9,284-12.7% | $10,827-25.2% |