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 | $190,204 | $138,065+37.8% | $123,544+54.0% | $135,375+40.5% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -3.77% | 153.68%-157.5pp | 119.20%-123.0pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,243 | $5,151-56.5% | $4,628-51.5% | $4,779-53.1% |
| Participant deferral / active EE | $6,936 | $6,799+2.0% | $6,426+8.0% | $5,609+23.7% |
| Admin fee / account holder | $3,307 | $10,916-69.7% | $9,284-64.4% | $10,827-69.5% |