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 | $166,521 | $135,635+22.8% | $110,238+51.1% | $135,375+23.0% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | -4.61% | 513.19%-517.8pp | 314.74%-319.3pp | 519.73%-524.3pp |
| Employer contribution / active EE | $4,923 | $4,906+0.3% | $3,826+28.7% | $4,779+3.0% |
| Participant deferral / active EE | $2,406 | $5,506-56.3% | $4,672-48.5% | $5,609-57.1% |
| Admin fee / account holder | $2,165 | $11,457-81.1% | $8,547-74.7% | $10,827-80.0% |