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 | $168,086 | $138,044+21.8% | $125,339+34.1% | $134,475+25.0% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -17.70% | 750.33%-768.0pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $17,323 | $5,243+230.4% | $4,814+259.9% | $4,740+265.5% |
| Participant deferral / active EE | $15,383 | $7,799+97.2% | $7,446+106.6% | $6,400+140.4% |
| Admin fee / account holder | $87,239 | $11,571+653.9% | $10,010+771.6% | $11,426+663.5% |