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 | $133,691 | $138,044-3.2% | $125,339+6.7% | $134,475-0.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.81% | 750.33%-753.1pp | 572.05%-574.9pp | 417.96%-420.8pp |
| Employer contribution / active EE | $3,099 | $5,243-40.9% | $4,814-35.6% | $4,740-34.6% |
| Participant deferral / active EE | $11,435 | $7,799+46.6% | $7,446+53.6% | $6,400+78.7% |
| Admin fee / account holder | $60,887 | $11,571+426.2% | $10,010+508.3% | $11,426+432.9% |