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 | $136,639 | $138,065-1.0% | $123,544+10.6% | $135,375+0.9% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -5.75% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,055 | $5,151-79.5% | $4,628-77.2% | $4,779-77.9% |
| Participant deferral / active EE | $7,824 | $6,799+15.1% | $6,426+21.8% | $5,609+39.5% |
| Admin fee / account holder | $3,090 | $10,916-71.7% | $9,284-66.7% | $10,827-71.5% |