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 | $131,322 | $138,044-4.9% | $125,339+4.8% | $134,475-2.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.54% | 750.33%-767.9pp | 572.05%-589.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $6,315 | $5,243+20.4% | $4,814+31.2% | $4,740+33.2% |
| Participant deferral / active EE | $15,401 | $7,799+97.5% | $7,446+106.8% | $6,400+140.7% |
| Admin fee / account holder | $11,416 | $11,571-1.3% | $10,010+14.0% | $11,426-0.1% |