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 | $249,960 | $160,055+56.2% | $140,016+78.5% | $135,375+84.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -5.05% | 911.38%-916.4pp | 651.12%-656.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $5,135 | $6,420-20.0% | $5,606-8.4% | $4,779+7.5% |
| Participant deferral / active EE | $11,660 | $7,642+52.6% | $6,927+68.3% | $5,609+107.9% |
| Admin fee / account holder | $10,670 | $13,328-19.9% | $10,705-0.3% | $10,827-1.4% |