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 | $152,945 | $190,805-19.8% | $159,960-4.4% | $134,475+13.7% |
| Participation rate | 87.5% | 81.9%+5.6pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -14.16% | 552.23%-566.4pp | 408.60%-422.8pp | 417.96%-432.1pp |
| Employer contribution / active EE | $4,609 | $4,995-7.7% | $4,226+9.1% | $4,740-2.8% |
| Participant deferral / active EE | $5,691 | $6,923-17.8% | $6,182-8.0% | $6,400-11.1% |
| Admin fee / account holder | $1,533 | $10,471-85.4% | $8,698-82.4% | $11,426-86.6% |