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 | $38,138 | $138,065-72.4% | $123,544-69.1% | $135,375-71.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.84% | 153.68%-162.5pp | 119.20%-128.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $22,569 | $5,151+338.1% | $4,628+387.7% | $4,779+372.3% |
| Participant deferral / active EE | $12,000 | $6,799+76.5% | $6,426+86.8% | $5,609+114.0% |
| Admin fee / account holder | $34,150 | $10,916+212.9% | $9,284+267.8% | $10,827+215.4% |