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 | $137,888 | $138,065-0.1% | $123,544+11.6% | $135,375+1.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -8.23% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $12,105 | $5,151+135.0% | $4,628+161.6% | $4,779+153.3% |
| Participant deferral / active EE | $9,194 | $6,799+35.2% | $6,426+43.1% | $5,609+63.9% |
| Admin fee / account holder | $1,936 | $10,916-82.3% | $9,284-79.1% | $10,827-82.1% |