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 | $144,888 | $138,065+4.9% | $123,544+17.3% | $135,375+7.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.88% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $3,200 | $5,151-37.9% | $4,628-30.9% | $4,779-33.0% |
| Participant deferral / active EE | $9,473 | $6,799+39.3% | $6,426+47.4% | $5,609+68.9% |
| Admin fee / account holder | $1,675 | $10,916-84.7% | $9,284-82.0% | $10,827-84.5% |