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 | $176,175 | $93,024+89.4% | $77,024+128.7% | $134,475+31.0% |
| Participation rate | 94.4% | 74.5%+20.0pp | 67.9%+26.5pp | 81.2%+13.2pp |
| Annual return | -17.21% | 62.60%-79.8pp | 42.32%-59.5pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,469 | $3,418-27.8% | $2,812-12.2% | $4,740-47.9% |
| Participant deferral / active EE | $4,725 | $5,238-9.8% | $4,426+6.7% | $6,400-26.2% |
| Admin fee / account holder | $8,537 | $6,944+22.9% | $5,425+57.4% | $11,426-25.3% |