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 | $134,993 | $138,065-2.2% | $123,544+9.3% | $135,375-0.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.90% | 153.68%-157.6pp | 119.20%-123.1pp | 519.73%-523.6pp |
| Employer contribution / active EE | $2,394 | $5,151-53.5% | $4,628-48.3% | $4,779-49.9% |
| Participant deferral / active EE | $5,418 | $6,799-20.3% | $6,426-15.7% | $5,609-3.4% |
| Admin fee / account holder | $52,204 | $10,916+378.2% | $9,284+462.3% | $10,827+382.2% |