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 | $172,447 | $135,635+27.1% | $110,238+56.4% | $135,375+27.4% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.8%+2.0pp | 82.6%-0.8pp |
| Annual return | -5.49% | 513.19%-518.7pp | 314.74%-320.2pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,635 | $4,906-66.7% | $3,826-57.3% | $4,779-65.8% |
| Participant deferral / active EE | $2,275 | $5,506-58.7% | $4,672-51.3% | $5,609-59.4% |
| Admin fee / account holder | $3,103 | $11,457-72.9% | $8,547-63.7% | $10,827-71.3% |