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 | $110,994 | $106,543+4.2% | $91,220+21.7% | $134,475-17.5% |
| Participation rate | 81.8% | 76.8%+5.0pp | 73.2%+8.6pp | 81.2%+0.6pp |
| Annual return | -15.27% | 160.60%-175.9pp | 114.01%-129.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $5,982 | $3,331+79.6% | $2,850+109.9% | $4,740+26.2% |
| Participant deferral / active EE | $4,292 | $4,719-9.0% | $4,234+1.4% | $6,400-32.9% |
| Admin fee / account holder | $58,307 | $6,231+835.8% | $5,420+975.8% | $11,426+410.3% |