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 | $225,615 | $138,044+63.4% | $125,339+80.0% | $134,475+67.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.04% | 750.33%-764.4pp | 572.05%-586.1pp | 417.96%-432.0pp |
| Employer contribution / active EE | $3,981 | $5,243-24.1% | $4,814-17.3% | $4,740-16.0% |
| Participant deferral / active EE | $11,959 | $7,799+53.3% | $7,446+60.6% | $6,400+86.9% |
| Admin fee / account holder | $3,311 | $11,571-71.4% | $10,010-66.9% | $11,426-71.0% |