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 | $151,582 | $180,449-16.0% | $154,107-1.6% | $135,375+12.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.01% | 888.09%-896.1pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $5,857 | $6,035-2.9% | $5,298+10.6% | $4,779+22.6% |
| Participant deferral / active EE | $5,471 | $5,806-5.8% | $5,081+7.7% | $5,609-2.5% |
| Admin fee / account holder | $1,942 | $16,143-88.0% | $13,411-85.5% | $10,827-82.1% |