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 | $186,406 | $138,065+35.0% | $123,544+50.9% | $135,375+37.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.30% | 153.68%-157.0pp | 119.20%-122.5pp | 519.73%-523.0pp |
| Employer contribution / active EE | $8,911 | $5,151+73.0% | $4,628+92.5% | $4,779+86.5% |
| Participant deferral / active EE | $5,785 | $6,799-14.9% | $6,426-10.0% | $5,609+3.1% |
| Admin fee / account holder | $15,879 | $10,916+45.5% | $9,284+71.0% | $10,827+46.7% |