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 | $140,934 | $138,065+2.1% | $123,544+14.1% | $135,375+4.1% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -6.91% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $5,123 | $5,151-0.6% | $4,628+10.7% | $4,779+7.2% |
| Participant deferral / active EE | $5,243 | $6,799-22.9% | $6,426-18.4% | $5,609-6.5% |
| Admin fee / account holder | $13,945 | $10,916+27.7% | $9,284+50.2% | $10,827+28.8% |