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 | $225,909 | $138,065+63.6% | $123,544+82.9% | $135,375+66.9% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -4.13% | 153.68%-157.8pp | 119.20%-123.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $9,537 | $5,151+85.1% | $4,628+106.1% | $4,779+99.6% |
| Participant deferral / active EE | $9,397 | $6,799+38.2% | $6,426+46.2% | $5,609+67.5% |
| Admin fee / account holder | $15,208 | $10,916+39.3% | $9,284+63.8% | $10,827+40.5% |