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 | $142,854 | $92,703+54.1% | $82,719+72.7% | $134,475+6.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.87% | 944.92%-959.8pp | 701.18%-716.1pp | 417.96%-432.8pp |
| Employer contribution / active EE | $18,374 | $3,274+461.2% | $3,009+510.6% | $4,740+287.7% |
| Participant deferral / active EE | $22,500 | $4,802+368.6% | $4,395+411.9% | $6,400+251.6% |
| Admin fee / account holder | $1,348 | $5,983-77.5% | $5,329-74.7% | $11,426-88.2% |