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 | $143,514 | $138,044+4.0% | $125,339+14.5% | $134,475+6.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.21% | 750.33%-767.5pp | 572.05%-589.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,143 | $5,243-40.1% | $4,814-34.7% | $4,740-33.7% |
| Participant deferral / active EE | $3,978 | $7,799-49.0% | $7,446-46.6% | $6,400-37.8% |
| Admin fee / account holder | $2,724 | $11,571-76.5% | $10,010-72.8% | $11,426-76.2% |