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 | $130,746 | $202,318-35.4% | $172,739-24.3% | $152,861-14.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 33.48% | 1029.65%-996.2pp | 802.84%-769.4pp | 345.32%-311.8pp |
| Employer contribution / active EE | $5,559 | $5,856-5.1% | $5,143+8.1% | $4,762+16.7% |
| Participant deferral / active EE | $5,588 | $5,948-6.1% | $5,198+7.5% | $5,850-4.5% |
| Admin fee / account holder | $874 | $17,109-94.9% | $13,954-93.7% | $11,596-92.5% |