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 | $180,117 | $92,703+94.3% | $82,719+117.7% | $134,475+33.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.24% | 944.92%-952.2pp | 701.18%-708.4pp | 417.96%-425.2pp |
| Employer contribution / active EE | $3,610 | $3,274+10.3% | $3,009+20.0% | $4,740-23.8% |
| Participant deferral / active EE | $9,664 | $4,802+101.2% | $4,395+119.9% | $6,400+51.0% |
| Admin fee / account holder | $11,608 | $5,983+94.0% | $5,329+117.8% | $11,426+1.6% |