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 | $171,741 | $138,065+24.4% | $123,544+39.0% | $135,375+26.9% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -5.64% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $4,231 | $5,151-17.9% | $4,628-8.6% | $4,779-11.5% |
| Participant deferral / active EE | $9,961 | $6,799+46.5% | $6,426+55.0% | $5,609+77.6% |
| Admin fee / account holder | $4,128 | $10,916-62.2% | $9,284-55.5% | $10,827-61.9% |