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 | $208,943 | $160,055+30.5% | $140,016+49.2% | $135,375+54.3% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.5%+8.2pp | 82.6%+13.0pp |
| Annual return | -5.22% | 911.38%-916.6pp | 651.12%-656.3pp | 519.73%-525.0pp |
| Employer contribution / active EE | $10,737 | $6,420+67.2% | $5,606+91.5% | $4,779+124.7% |
| Participant deferral / active EE | $10,174 | $7,642+33.1% | $6,927+46.9% | $5,609+81.4% |
| Admin fee / account holder | $27,997 | $13,328+110.1% | $10,705+161.5% | $10,827+158.6% |