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 | $169,177 | $92,703+82.5% | $82,719+104.5% | $134,475+25.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -8.84% | 944.92%-953.8pp | 701.18%-710.0pp | 417.96%-426.8pp |
| Employer contribution / active EE | $2,842 | $3,274-13.2% | $3,009-5.5% | $4,740-40.0% |
| Participant deferral / active EE | $8,561 | $4,802+78.3% | $4,395+94.8% | $6,400+33.8% |
| Admin fee / account holder | $14,322 | $5,983+139.4% | $5,329+168.8% | $11,426+25.3% |