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 | $144,180 | $56,199+156.6% | $67,652+113.1% | $59,632+141.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.59% | 18505.31%-18505.9pp | 6625.04%-6625.6pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $4,912 | $1,614+204.3% | $2,266+116.8% | $2,203+123.0% |
| Participant deferral / active EE | $6,661 | $2,844+134.2% | $3,560+87.1% | $3,192+108.7% |
| Admin fee / account holder | $18,799 | $3,958+374.9% | $4,821+289.9% | $4,297+337.5% |