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 | $137,841 | $152,587-9.7% | $125,175+10.1% | $152,861-9.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.27% | 54.84%-34.6pp | 43.79%-23.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $4,848 | $4,946-2.0% | $3,865+25.4% | $4,762+1.8% |
| Participant deferral / active EE | $10,606 | $5,868+80.8% | $4,937+114.8% | $5,850+81.3% |
| Admin fee / account holder | $2,642 | $13,434-80.3% | $9,702-72.8% | $11,596-77.2% |