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 | $155,785 | $138,065+12.8% | $123,544+26.1% | $135,375+15.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.03% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $7,500 | $5,151+45.6% | $4,628+62.1% | $4,779+56.9% |
| Participant deferral / active EE | $7,445 | $6,799+9.5% | $6,426+15.9% | $5,609+32.7% |
| Admin fee / account holder | $931 | $10,916-91.5% | $9,284-90.0% | $10,827-91.4% |