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 | $135,778 | $148,534-8.6% | $135,903-0.1% | $139,434-2.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.38% | 79.19%-65.8pp | 68.23%-54.9pp | 372.94%-359.6pp |
| Employer contribution / active EE | $4,274 | $5,243-18.5% | $4,856-12.0% | $4,751-10.0% |
| Participant deferral / active EE | $11,594 | $8,100+43.1% | $7,758+49.5% | $6,710+72.8% |
| Admin fee / account holder | $705 | $12,400-94.3% | $10,762-93.5% | $11,403-93.8% |