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 | $171,426 | $138,065+24.2% | $123,544+38.8% | $135,375+26.6% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -3.80% | 153.68%-157.5pp | 119.20%-123.0pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,155 | $5,151-58.2% | $4,628-53.4% | $4,779-54.9% |
| Participant deferral / active EE | $4,650 | $6,799-31.6% | $6,426-27.6% | $5,609-17.1% |
| Admin fee / account holder | $4,564 | $10,916-58.2% | $9,284-50.8% | $10,827-57.9% |