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 | $114,518 | $138,065-17.1% | $123,544-7.3% | $135,375-15.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.87% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $4,143 | $5,151-19.6% | $4,628-10.5% | $4,779-13.3% |
| Participant deferral / active EE | $7,772 | $6,799+14.3% | $6,426+21.0% | $5,609+38.6% |
| Admin fee / account holder | $1,299 | $10,916-88.1% | $9,284-86.0% | $10,827-88.0% |