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 | $121,694 | $127,386-4.5% | $115,037+5.8% | $125,391-2.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.53% | 31.28%-33.8pp | 26.14%-28.7pp | 282.22%-284.8pp |
| Employer contribution / active EE | $35,000 | $5,166+577.5% | $4,608+659.6% | $4,866+619.3% |
| Participant deferral / active EE | $22,000 | $6,423+242.5% | $6,026+265.1% | $5,352+311.1% |
| Admin fee / account holder | $577 | $9,516-93.9% | $8,175-92.9% | $9,540-94.0% |