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 | $144,069 | $138,044+4.4% | $125,339+14.9% | $134,475+7.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.17% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,017 | $5,243-80.6% | $4,814-78.9% | $4,740-78.6% |
| Participant deferral / active EE | $2,763 | $7,799-64.6% | $7,446-62.9% | $6,400-56.8% |
| Admin fee / account holder | $65,358 | $11,571+464.8% | $10,010+553.0% | $11,426+472.0% |