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 | $169,073 | $190,805-11.4% | $159,960+5.7% | $134,475+25.7% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -18.43% | 552.23%-570.7pp | 408.60%-427.0pp | 417.96%-436.4pp |
| Employer contribution / active EE | $20,108 | $4,995+302.5% | $4,226+375.8% | $4,740+324.3% |
| Participant deferral / active EE | $7,800 | $6,923+12.7% | $6,182+26.2% | $6,400+21.9% |
| Admin fee / account holder | $5,312 | $10,471-49.3% | $8,698-38.9% | $11,426-53.5% |