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 | $161,861 | $138,065+17.2% | $123,544+31.0% | $135,375+19.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.85% | 153.68%-160.5pp | 119.20%-126.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,182 | $5,151-57.6% | $4,628-52.9% | $4,779-54.3% |
| Participant deferral / active EE | $7,957 | $6,799+17.0% | $6,426+23.8% | $5,609+41.9% |
| Admin fee / account holder | $17,528 | $10,916+60.6% | $9,284+88.8% | $10,827+61.9% |