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 | $199,501 | $138,065+44.5% | $123,544+61.5% | $135,375+47.4% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -5.64% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $5,821 | $5,151+13.0% | $4,628+25.8% | $4,779+21.8% |
| Participant deferral / active EE | $13,751 | $6,799+102.2% | $6,426+114.0% | $5,609+145.2% |
| Admin fee / account holder | $4,500 | $10,916-58.8% | $9,284-51.5% | $10,827-58.4% |