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 | $144,780 | $138,065+4.9% | $123,544+17.2% | $135,375+6.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.30% | 153.68%-155.0pp | 119.20%-120.5pp | 519.73%-521.0pp |
| Employer contribution / active EE | $3,785 | $5,151-26.5% | $4,628-18.2% | $4,779-20.8% |
| Participant deferral / active EE | $16,800 | $6,799+147.1% | $6,426+161.5% | $5,609+199.5% |
| Admin fee / account holder | $3,792 | $10,916-65.3% | $9,284-59.2% | $10,827-65.0% |