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 | $143,534 | $157,256-8.7% | $141,162+1.7% | $152,861-6.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.52% | 64.32%-38.8pp | 71.39%-45.9pp | 345.32%-319.8pp |
| Employer contribution / active EE | $14,000 | $5,261+166.1% | $4,735+195.7% | $4,762+194.0% |
| Participant deferral / active EE | $14,524 | $7,109+104.3% | $6,709+116.5% | $5,850+148.3% |
| Admin fee / account holder | $385 | $12,120-96.8% | $10,261-96.2% | $11,596-96.7% |