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 | $138,167 | $157,256-12.1% | $141,162-2.1% | $152,861-9.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.06% | 64.32%-42.3pp | 71.39%-49.3pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,886 | $5,261-64.2% | $4,735-60.2% | $4,762-60.4% |
| Participant deferral / active EE | $11,000 | $7,109+54.7% | $6,709+64.0% | $5,850+88.0% |
| Admin fee / account holder | $944 | $12,120-92.2% | $10,261-90.8% | $11,596-91.9% |