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 | $129,384 | $97,757+32.4% | $83,848+54.3% | $135,375-4.4% |
| Participation rate | 78.3% | 80.0%-1.7pp | 76.1%+2.1pp | 82.6%-4.4pp |
| Annual return | -3.80% | 1287.37%-1291.2pp | 850.88%-854.7pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,116 | $4,222-49.9% | $3,631-41.7% | $4,779-55.7% |
| Participant deferral / active EE | $5,874 | $4,682+25.5% | $4,082+43.9% | $5,609+4.7% |
| Admin fee / account holder | $8,662 | $6,674+29.8% | $5,478+58.1% | $10,827-20.0% |