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 | $147,405 | $138,065+6.8% | $123,544+19.3% | $135,375+8.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.33% | 153.68%-162.0pp | 119.20%-127.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,650 | $5,151-68.0% | $4,628-64.3% | $4,779-65.5% |
| Participant deferral / active EE | $3,913 | $6,799-42.4% | $6,426-39.1% | $5,609-30.2% |
| Admin fee / account holder | $958 | $10,916-91.2% | $9,284-89.7% | $10,827-91.2% |