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 | $162,751 | $138,065+17.9% | $123,544+31.7% | $135,375+20.2% |
| Participation rate | 86.4% | 84.7%+1.6pp | 82.3%+4.1pp | 82.6%+3.7pp |
| Annual return | -6.14% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,681 | $5,151-48.0% | $4,628-42.1% | $4,779-43.9% |
| Participant deferral / active EE | $6,579 | $6,799-3.2% | $6,426+2.4% | $5,609+17.3% |
| Admin fee / account holder | $1,589 | $10,916-85.4% | $9,284-82.9% | $10,827-85.3% |