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 | $249,729 | $138,065+80.9% | $123,544+102.1% | $135,375+84.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.61% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $6,827 | $5,151+32.5% | $4,628+47.5% | $4,779+42.9% |
| Participant deferral / active EE | $6,246 | $6,799-8.1% | $6,426-2.8% | $5,609+11.4% |
| Admin fee / account holder | $19,406 | $10,916+77.8% | $9,284+109.0% | $10,827+79.2% |