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 | $149,778 | $138,065+8.5% | $123,544+21.2% | $135,375+10.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.00% | 153.68%-155.7pp | 119.20%-121.2pp | 519.73%-521.7pp |
| Employer contribution / active EE | $1,972 | $5,151-61.7% | $4,628-57.4% | $4,779-58.7% |
| Participant deferral / active EE | $12,434 | $6,799+82.9% | $6,426+93.5% | $5,609+121.7% |
| Admin fee / account holder | $113,280 | $10,916+937.8% | $9,284+1120.2% | $10,827+946.3% |