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 | $149,835 | $183,519-18.4% | $155,509-3.6% | $145,922+2.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.06% | 61.17%-50.1pp | 64.67%-53.6pp | 561.29%-550.2pp |
| Employer contribution / active EE | $3,251 | $5,313-38.8% | $4,672-30.4% | $4,660-30.2% |
| Participant deferral / active EE | $8,082 | $6,462+25.1% | $5,626+43.7% | $6,688+20.9% |
| Admin fee / account holder | $3,335 | $19,313-82.7% | $15,912-79.0% | $13,397-75.1% |