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 | $148,762 | $138,044+7.8% | $125,339+18.7% | $134,475+10.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.66% | 750.33%-770.0pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,092 | $5,243-60.1% | $4,814-56.5% | $4,740-55.9% |
| Participant deferral / active EE | $7,328 | $7,799-6.0% | $7,446-1.6% | $6,400+14.5% |
| Admin fee / account holder | $2,073 | $11,571-82.1% | $10,010-79.3% | $11,426-81.9% |