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 | $137,899 | $106,543+29.4% | $91,220+51.2% | $134,475+2.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -9.59% | 160.60%-170.2pp | 114.01%-123.6pp | 417.96%-427.6pp |
| Employer contribution / active EE | $7,712 | $3,331+131.6% | $2,850+170.6% | $4,740+62.7% |
| Participant deferral / active EE | $3,147 | $4,719-33.3% | $4,234-25.7% | $6,400-50.8% |
| Admin fee / account holder | $2,768 | $6,231-55.6% | $5,420-48.9% | $11,426-75.8% |