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 | $203,496 | $190,805+6.7% | $159,960+27.2% | $134,475+51.3% |
| Participation rate | 78.6% | 81.9%-3.4pp | 78.0%+0.6pp | 81.2%-2.7pp |
| Annual return | -15.30% | 552.23%-567.5pp | 408.60%-423.9pp | 417.96%-433.3pp |
| Employer contribution / active EE | $3,526 | $4,995-29.4% | $4,226-16.6% | $4,740-25.6% |
| Participant deferral / active EE | $9,710 | $6,923+40.3% | $6,182+57.1% | $6,400+51.7% |
| Admin fee / account holder | $3,054 | $10,471-70.8% | $8,698-64.9% | $11,426-73.3% |