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 | $137,252 | $150,440-8.8% | $136,294+0.7% | $147,584-7.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.76% | 1049.08%-1034.3pp | 5155.94%-5141.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $2,355 | $5,256-55.2% | $4,695-49.8% | $4,876-51.7% |
| Participant deferral / active EE | $3,294 | $6,630-50.3% | $6,247-47.3% | $5,439-39.4% |
| Admin fee / account holder | $11,390 | $10,905+4.4% | $9,243+23.2% | $10,885+4.6% |