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 | $144,816 | $159,901-9.4% | $146,958-1.5% | $145,922-0.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.81% | 98.13%-79.3pp | 418.34%-399.5pp | 561.29%-542.5pp |
| Employer contribution / active EE | $3,578 | $5,286-32.3% | $4,933-27.5% | $4,660-23.2% |
| Participant deferral / active EE | $6,673 | $8,428-20.8% | $8,070-17.3% | $6,688-0.2% |
| Admin fee / account holder | $36,283 | $15,044+141.2% | $12,998+179.1% | $13,397+170.8% |