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 | $147,799 | $138,065+7.1% | $123,544+19.6% | $135,375+9.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.76% | 153.68%-161.4pp | 119.20%-127.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $4,595 | $5,151-10.8% | $4,628-0.7% | $4,779-3.8% |
| Participant deferral / active EE | $7,459 | $6,799+9.7% | $6,426+16.1% | $5,609+33.0% |
| Admin fee / account holder | $15,089 | $10,916+38.2% | $9,284+62.5% | $10,827+39.4% |