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 | $77,822 | $138,065-43.6% | $123,544-37.0% | $135,375-42.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.17% | 153.68%-156.9pp | 119.20%-122.4pp | 519.73%-522.9pp |
| Employer contribution / active EE | $8,838 | $5,151+71.6% | $4,628+91.0% | $4,779+84.9% |
| Participant deferral / active EE | $14,656 | $6,799+115.6% | $6,426+128.1% | $5,609+161.3% |
| Admin fee / account holder | $55,732 | $10,916+410.6% | $9,284+500.3% | $10,827+414.7% |