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 | $226,818 | $138,065+64.3% | $123,544+83.6% | $135,375+67.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.39% | 153.68%-159.1pp | 119.20%-124.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $12,075 | $5,151+134.4% | $4,628+160.9% | $4,779+152.7% |
| Participant deferral / active EE | $10,639 | $6,799+56.5% | $6,426+65.6% | $5,609+89.7% |
| Admin fee / account holder | $1,213 | $10,916-88.9% | $9,284-86.9% | $10,827-88.8% |