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 | $176,441 | $160,055+10.2% | $140,016+26.0% | $135,375+30.3% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -9.01% | 911.38%-920.4pp | 651.12%-660.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $5,635 | $6,420-12.2% | $5,606+0.5% | $4,779+17.9% |
| Participant deferral / active EE | $13,126 | $7,642+71.8% | $6,927+89.5% | $5,609+134.0% |
| Admin fee / account holder | $12,103 | $13,328-9.2% | $10,705+13.1% | $10,827+11.8% |