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 | $137,473 | $138,065-0.4% | $123,544+11.3% | $135,375+1.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.56% | 153.68%-162.2pp | 119.20%-127.8pp | 519.73%-528.3pp |
| Employer contribution / active EE | $14,559 | $5,151+182.6% | $4,628+214.6% | $4,779+204.7% |
| Participant deferral / active EE | $12,915 | $6,799+90.0% | $6,426+101.0% | $5,609+130.3% |
| Admin fee / account holder | $1,645 | $10,916-84.9% | $9,284-82.3% | $10,827-84.8% |