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 | $197,051 | $138,065+42.7% | $123,544+59.5% | $135,375+45.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.69% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $4,347 | $5,151-15.6% | $4,628-6.1% | $4,779-9.0% |
| Participant deferral / active EE | $13,668 | $6,799+101.0% | $6,426+112.7% | $5,609+143.7% |
| Admin fee / account holder | $41,498 | $10,916+280.2% | $9,284+347.0% | $10,827+283.3% |