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 | $145,864 | $148,534-1.8% | $135,903+7.3% | $139,434+4.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.35% | 79.19%-62.8pp | 68.23%-51.9pp | 372.94%-356.6pp |
| Employer contribution / active EE | $5,884 | $5,243+12.2% | $4,856+21.2% | $4,751+23.9% |
| Participant deferral / active EE | $4,501 | $8,100-44.4% | $7,758-42.0% | $6,710-32.9% |
| Admin fee / account holder | $30,087 | $12,400+142.6% | $10,762+179.6% | $11,403+163.9% |