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 | $106,826 | $138,065-22.6% | $123,544-13.5% | $135,375-21.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.94% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $5,673 | $5,151+10.1% | $4,628+22.6% | $4,779+18.7% |
| Participant deferral / active EE | $12,015 | $6,799+76.7% | $6,426+87.0% | $5,609+114.2% |
| Admin fee / account holder | $27,741 | $10,916+154.1% | $9,284+198.8% | $10,827+156.2% |