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 | $108,019 | $138,065-21.8% | $123,544-12.6% | $135,375-20.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.56% | 153.68%-158.2pp | 119.20%-123.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $3,956 | $5,151-23.2% | $4,628-14.5% | $4,779-17.2% |
| Participant deferral / active EE | $12,679 | $6,799+86.5% | $6,426+97.3% | $5,609+126.0% |
| Admin fee / account holder | $28,234 | $10,916+158.7% | $9,284+204.1% | $10,827+160.8% |