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 | $126,767 | $180,449-29.7% | $154,107-17.7% | $135,375-6.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.60% | 888.09%-890.7pp | 735.12%-737.7pp | 519.73%-522.3pp |
| Employer contribution / active EE | $8,858 | $6,035+46.8% | $5,298+67.2% | $4,779+85.4% |
| Participant deferral / active EE | $6,125 | $5,806+5.5% | $5,081+20.6% | $5,609+9.2% |
| Admin fee / account holder | $1,483 | $16,143-90.8% | $13,411-88.9% | $10,827-86.3% |