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 | $137,116 | $138,065-0.7% | $123,544+11.0% | $135,375+1.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.03% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $12,429 | $5,151+141.3% | $4,628+168.6% | $4,779+160.1% |
| Participant deferral / active EE | $5,976 | $6,799-12.1% | $6,426-7.0% | $5,609+6.6% |
| Admin fee / account holder | $21,987 | $10,916+101.4% | $9,284+136.8% | $10,827+103.1% |