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 | $161,761 | $168,632-4.1% | $147,614+9.6% | $125,391+29.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.98% | 77.65%-79.6pp | 61.98%-64.0pp | 282.22%-284.2pp |
| Employer contribution / active EE | $4,524 | $6,252-27.6% | $5,564-18.7% | $4,866-7.0% |
| Participant deferral / active EE | $3,448 | $5,507-37.4% | $4,895-29.6% | $5,352-35.6% |
| Admin fee / account holder | $2,320 | $13,580-82.9% | $11,611-80.0% | $9,540-75.7% |