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 | $194,510 | $138,044+40.9% | $125,339+55.2% | $134,475+44.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.55% | 750.33%-767.9pp | 572.05%-589.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $10,183 | $5,243+94.2% | $4,814+111.5% | $4,740+114.8% |
| Participant deferral / active EE | $13,264 | $7,799+70.1% | $7,446+78.1% | $6,400+107.3% |
| Admin fee / account holder | $14,592 | $11,571+26.1% | $10,010+45.8% | $11,426+27.7% |