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 | $184,600 | $138,065+33.7% | $123,544+49.4% | $135,375+36.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.12% | 153.68%-158.8pp | 119.20%-124.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $10,068 | $5,151+95.4% | $4,628+117.6% | $4,779+110.7% |
| Participant deferral / active EE | $31,859 | $6,799+368.6% | $6,426+395.8% | $5,609+468.0% |
| Admin fee / account holder | $34,247 | $10,916+213.7% | $9,284+268.9% | $10,827+216.3% |