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 | $140,971 | $138,065+2.1% | $123,544+14.1% | $135,375+4.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.64% | 153.68%-158.3pp | 119.20%-123.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $12,750 | $5,151+147.5% | $4,628+175.5% | $4,779+166.8% |
| Participant deferral / active EE | $13,951 | $6,799+105.2% | $6,426+117.1% | $5,609+148.7% |
| Admin fee / account holder | $25,687 | $10,916+135.3% | $9,284+176.7% | $10,827+137.3% |