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 | $146,107 | $159,901-8.6% | $146,958-0.6% | $145,922+0.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 12.27% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $13,981 | $5,286+164.5% | $4,933+183.4% | $4,660+200.1% |
| Participant deferral / active EE | $13,125 | $8,428+55.7% | $8,070+62.6% | $6,688+96.3% |
| Admin fee / account holder | $1,275 | $15,044-91.5% | $12,998-90.2% | $13,397-90.5% |