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 | $76,111 | $138,065-44.9% | $123,544-38.4% | $135,375-43.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.71% | 153.68%-155.4pp | 119.20%-120.9pp | 519.73%-521.4pp |
| Employer contribution / active EE | $3,735 | $5,151-27.5% | $4,628-19.3% | $4,779-21.9% |
| Participant deferral / active EE | $10,719 | $6,799+57.7% | $6,426+66.8% | $5,609+91.1% |
| Admin fee / account holder | $342 | $10,916-96.9% | $9,284-96.3% | $10,827-96.8% |