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 | $68,221 | $138,065-50.6% | $123,544-44.8% | $135,375-49.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.38% | 153.68%-161.1pp | 119.20%-126.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $7,747 | $5,151+50.4% | $4,628+67.4% | $4,779+62.1% |
| Participant deferral / active EE | $4,265 | $6,799-37.3% | $6,426-33.6% | $5,609-24.0% |
| Admin fee / account holder | $44,067 | $10,916+303.7% | $9,284+374.7% | $10,827+307.0% |