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 | $139,152 | $159,901-13.0% | $146,958-5.3% | $145,922-4.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.06% | 98.13%-71.1pp | 418.34%-391.3pp | 561.29%-534.2pp |
| Employer contribution / active EE | $3,992 | $5,286-24.5% | $4,933-19.1% | $4,660-14.3% |
| Participant deferral / active EE | $10,546 | $8,428+25.1% | $8,070+30.7% | $6,688+57.7% |
| Admin fee / account holder | $50,165 | $15,044+233.5% | $12,998+285.9% | $13,397+274.5% |