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 | $105,648 | $106,543-0.8% | $91,220+15.8% | $134,475-21.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.49% | 160.60%-178.1pp | 114.01%-131.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $6,222 | $3,331+86.8% | $2,850+118.3% | $4,740+31.3% |
| Participant deferral / active EE | $3,005 | $4,719-36.3% | $4,234-29.0% | $6,400-53.1% |
| Admin fee / account holder | $5,420 | $6,231-13.0% | $5,4200% | $11,426-52.6% |