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 | $142,973 | $138,065+3.6% | $123,544+15.7% | $135,375+5.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.42% | 153.68%-162.1pp | 119.20%-127.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $3,450 | $5,151-33.0% | $4,628-25.5% | $4,779-27.8% |
| Participant deferral / active EE | $7,880 | $6,799+15.9% | $6,426+22.6% | $5,609+40.5% |
| Admin fee / account holder | $313 | $10,916-97.1% | $9,284-96.6% | $10,827-97.1% |