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 | $153,481 | $138,065+11.2% | $123,544+24.2% | $135,375+13.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.15% | 153.68%-158.8pp | 119.20%-124.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $3,973 | $5,151-22.9% | $4,628-14.2% | $4,779-16.9% |
| Participant deferral / active EE | $17,403 | $6,799+156.0% | $6,426+170.8% | $5,609+210.3% |
| Admin fee / account holder | $50,276 | $10,916+360.6% | $9,284+441.5% | $10,827+364.4% |