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 | $130,910 | $138,065-5.2% | $123,544+6.0% | $135,375-3.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.52% | 153.68%-153.2pp | 119.20%-118.7pp | 519.73%-519.2pp |
| Employer contribution / active EE | $15,764 | $5,151+206.0% | $4,628+240.6% | $4,779+229.9% |
| Participant deferral / active EE | $13,104 | $6,799+92.7% | $6,426+103.9% | $5,609+133.6% |
| Admin fee / account holder | $281,814 | $10,916+2481.7% | $9,284+2935.5% | $10,827+2502.9% |