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 | $231,871 | $190,805+21.5% | $159,960+45.0% | $134,475+72.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.13% | 552.23%-569.4pp | 408.60%-425.7pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,173 | $4,995-36.5% | $4,226-24.9% | $4,740-33.1% |
| Participant deferral / active EE | $8,948 | $6,923+29.2% | $6,182+44.7% | $6,400+39.8% |
| Admin fee / account holder | $22,052 | $10,471+110.6% | $8,698+153.5% | $11,426+93.0% |