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 | $109,658 | $138,065-20.6% | $123,544-11.2% | $135,375-19.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.64% | 153.68%-154.3pp | 119.20%-119.8pp | 519.73%-520.4pp |
| Employer contribution / active EE | $1,616 | $5,151-68.6% | $4,628-65.1% | $4,779-66.2% |
| Participant deferral / active EE | $8,652 | $6,799+27.3% | $6,426+34.7% | $5,609+54.3% |
| Admin fee / account holder | $1,653 | $10,916-84.9% | $9,284-82.2% | $10,827-84.7% |