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 | $192,812 | $180,449+6.9% | $154,107+25.1% | $135,375+42.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.69% | 888.09%-896.8pp | 735.12%-743.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $13,597 | $6,035+125.3% | $5,298+156.7% | $4,779+184.5% |
| Participant deferral / active EE | $9,525 | $5,806+64.1% | $5,081+87.5% | $5,609+69.8% |
| Admin fee / account holder | $2,568 | $16,143-84.1% | $13,411-80.9% | $10,827-76.3% |