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 | $152,303 | $157,256-3.1% | $141,162+7.9% | $152,861-0.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.89% | 64.32%-44.4pp | 71.39%-51.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $3,808 | $5,261-27.6% | $4,735-19.6% | $4,762-20.0% |
| Participant deferral / active EE | $9,912 | $7,109+39.4% | $6,709+47.7% | $5,850+69.4% |
| Admin fee / account holder | $36,472 | $12,120+200.9% | $10,261+255.4% | $11,596+214.5% |