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 | $137,280 | $138,044-0.6% | $125,339+9.5% | $134,475+2.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.61% | 750.33%-767.9pp | 572.05%-589.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $4,414 | $5,243-15.8% | $4,814-8.3% | $4,740-6.9% |
| Participant deferral / active EE | $9,269 | $7,799+18.9% | $7,446+24.5% | $6,400+44.8% |
| Admin fee / account holder | $1,769 | $11,571-84.7% | $10,010-82.3% | $11,426-84.5% |