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 | $237,515 | $190,805+24.5% | $159,960+48.5% | $134,475+76.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -9.21% | 552.23%-561.4pp | 408.60%-417.8pp | 417.96%-427.2pp |
| Employer contribution / active EE | $1,998 | $4,995-60.0% | $4,226-52.7% | $4,740-57.8% |
| Participant deferral / active EE | $10,288 | $6,923+48.6% | $6,182+66.4% | $6,400+60.7% |
| Admin fee / account holder | $224,482 | $10,471+2043.8% | $8,698+2480.9% | $11,426+1864.7% |