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 | $144,822 | $190,805-24.1% | $159,960-9.5% | $134,475+7.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.06% | 552.23%-567.3pp | 408.60%-423.7pp | 417.96%-433.0pp |
| Employer contribution / active EE | $21,584 | $4,995+332.1% | $4,226+410.8% | $4,740+355.4% |
| Participant deferral / active EE | $10,564 | $6,923+52.6% | $6,182+70.9% | $6,400+65.1% |
| Admin fee / account holder | $5,335 | $10,471-49.0% | $8,698-38.7% | $11,426-53.3% |